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HCVAX vs OCGCX
HCVAX vs OCGCX Comparison
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HCVAX vs OCGCX Comparison Chart in %
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HCVAX vs. OCGCX commentary
Jun 03, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HCVAX is a Buy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.32B vs. HCVAX (142M). HCVAX pays higher dividends than OCGCX: HCVAX (3.05) vs OCGCX (2.74). HCVAX was incepted earlier than OCGCX: HCVAX (22 years) vs OCGCX (29 years). OCGCX (1.42) is less costly to investors than HCVAX (1.01). HCVAX is a more actively managed with annual turnover of: 27.00 vs. OCGCX (11.00). OCGCX has a lower initial minimum investment than HCVAX: OCGCX (500) vs HCVAX (2000). HCVAX annual gain was more profitable for investors over the last year : 12.67 vs. OCGCX (8.86). HCVAX return over 5 years is better than : 17.18 vs. OCGCX (8.04).
| HCVAX | OCGCX | HCVAX / OCGCX | |
| Total Expense Ratio | 1.01 | 1.42 | 71% |
| Annual Report Gross Expense Ratio | 1.01 | 1.42 | 71% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | 4.526 | 3.066 | 148% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 142M | 4.32B | 3% |
| Annual Yield % from dividends | 3.05 | 2.74 | 111% |
| Returns for 1 year | 12.67 | 8.86 | 143% |
| Returns for 3 years | 32.39 | 22.83 | 142% |
| Returns for 5 years | 17.18 | 8.04 | 214% |
| Returns for 10 years | 60.05 | 29.56 | 203% |
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