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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
Sep 13, 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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.41B vs. HCVAX (138M). OICAX pays higher dividends than HCVAX: OICAX (3.31) vs HCVAX (3.05). 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 : 5.05 vs. OICAX (2.72). HCVAX return over 5 years is better than : 14.42 vs. OICAX (8.12).
| 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 | 3.688 | 2.502 | 147% |
| Front Load | 6% | 5% | 122% |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 138M | 4.41B | 3% |
| Annual Yield % from dividends | 3.05 | 3.31 | 92% |
| Returns for 1 year | 5.05 | 2.72 | 186% |
| Returns for 3 years | 31.33 | 23.61 | 133% |
| Returns for 5 years | 14.42 | 8.12 | 178% |
| Returns for 10 years | 57.30 | 33.86 | 169% |
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