Interact to see
Advertisement
Advertisement
HCVAX vs OCGCX
HCVAX vs OCGCX Comparison
Open Charts HCVAX vs OCGCX
HCVAX vs OCGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HCVAX vs. OCGCX commentary
Aug 24, 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 Hold and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.47B vs. HCVAX (141M). HCVAX pays higher dividends than OCGCX: HCVAX (3.07) vs OCGCX (2.75). 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 : 9.10 vs. OCGCX (5.70). HCVAX return over 5 years is better than : 16.38 vs. OCGCX (7.15).
| 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 | 4.946 | 3.365 | 147% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 141M | 4.47B | 3% |
| Annual Yield % from dividends | 3.07 | 2.75 | 112% |
| Returns for 1 year | 9.10 | 5.70 | 160% |
| Returns for 3 years | 34.24 | 24.28 | 141% |
| Returns for 5 years | 16.38 | 7.15 | 229% |
| Returns for 10 years | 56.97 | 27.14 | 210% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SMFCX | 23.80 | 0.25 | +1.06% |
| American Beacon Stephens Mid-Cap Gr C | |||
| LDFVX | 17.83 | 0.11 | +0.62% |
| Lord Abbett Fundamental Equity A | |||
| JAVAX | 18.36 | 0.11 | +0.60% |
| James Aggressive Allocation | |||
| MIRGX | 39.32 | 0.19 | +0.49% |
| MFS Massachusetts Inv Gr Stk R2 | |||
| CEIIX | 15.19 | N/A | N/A |
| Manning & Napier Callodine Equity Inc I | |||