HCVCX
Price
$12.39
Change
+$0.01 (+0.08%)
Updated
Aug 21 closing price
Net Assets
140.5M
OCGCX
Price
$13.23
Change
+$0.01 (+0.08%)
Updated
Aug 21 closing price
Net Assets
4.47B
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HCVCX vs OCGCX

HCVCX vs OCGCX Comparison Chart in %
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HCVCX 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 HCVCX is a Hold and OCGCX is a Hold.

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FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.47B vs. HCVCX (141M). OCGCX pays higher dividends than HCVCX: OCGCX (2.75) vs HCVCX (2.34). HCVCX was incepted earlier than OCGCX: HCVCX (22 years) vs OCGCX (29 years). HCVCX (1.82) is less costly to investors than OCGCX (1.42). HCVCX is a more actively managed with annual turnover of: 27.00 vs. OCGCX (11.00). OCGCX has a lower initial minimum investment than HCVCX: OCGCX (500) vs HCVCX (2000). HCVCX annual gain was more profitable for investors over the last year : 8.17 vs. OCGCX (5.70). HCVCX return over 5 years is better than : 11.86 vs. OCGCX (7.15).
HCVCXOCGCXHCVCX / OCGCX
Total Expense Ratio1.821.42128%
Annual Report Gross Expense Ratio1.821.42128%
Fund Existence22 years29 years-
Gain YTD4.3813.365130%
Front LoadN/AN/A-
Min. Initial Investment2000500400%
Min. Initial Investment IRA2000N/A-
Net Assets141M4.47B3%
Annual Yield % from dividends2.342.7585%
Returns for 1 year8.175.70143%
Returns for 3 years31.0624.28128%
Returns for 5 years11.867.15166%
Returns for 10 years45.9027.14169%
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