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HCVCX vs OCGCX
HCVCX vs OCGCX Comparison
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HCVCX vs OCGCX Comparison Chart in %
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HCVCX vs. OCGCX commentary
Aug 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 HCVCX is a StrongBuy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.36B vs. HCVCX (140M). 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 : 8.14 vs. OCGCX (5.56). HCVCX return over 5 years is better than : 10.41 vs. OCGCX (6.03).
| HCVCX | OCGCX | HCVCX / OCGCX | |
| Total Expense Ratio | 1.82 | 1.42 | 128% |
| Annual Report Gross Expense Ratio | 1.82 | 1.42 | 128% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | 3.286 | 2.427 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 140M | 4.36B | 3% |
| Annual Yield % from dividends | 2.34 | 2.75 | 85% |
| Returns for 1 year | 8.14 | 5.56 | 146% |
| Returns for 3 years | 26.28 | 20.24 | 130% |
| Returns for 5 years | 10.41 | 6.03 | 173% |
| Returns for 10 years | 45.86 | 27.30 | 168% |
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