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HCVAX vs OICAX
HCVAX vs OICAX Comparison
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HCVAX vs OICAX Comparison Chart in %
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HCVAX vs. OICAX 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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.32B vs. HCVAX (142M). OICAX (3.21) and HCVAX (3.05) have matching dividends . HCVAX was incepted earlier than OICAX: HCVAX (22 years) vs OICAX (30 years). HCVAX (1.01) is less costly to investors than OICAX (0.93). HCVAX is a more actively managed with annual turnover of: 27.00 vs. OICAX (11.00). HCVAX initial investment is less costly to investors than OICAX (5%) vs OICAX (5%). OICAX has a lower initial minimum investment than HCVAX: OICAX (500) vs HCVAX (2000). HCVAX annual gain was more profitable for investors over the last year : 12.67 vs. OICAX (9.43). HCVAX return over 5 years is better than : 17.18 vs. OICAX (10.80).
| HCVAX | OICAX | HCVAX / OICAX | |
| Total Expense Ratio | 1.01 | 0.93 | 109% |
| Annual Report Gross Expense Ratio | 1.01 | 0.93 | 109% |
| Fund Existence | 22 years | 30 years | - |
| Gain YTD | 4.526 | 3.336 | 136% |
| Front Load | 6% | 5% | 122% |
| 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 | 3.21 | 95% |
| Returns for 1 year | 12.67 | 9.43 | 134% |
| Returns for 3 years | 32.39 | 24.85 | 130% |
| Returns for 5 years | 17.18 | 10.80 | 159% |
| Returns for 10 years | 60.05 | 36.55 | 164% |
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