HCVCX
Price
$12.32
Change
-$0.03 (-0.24%)
Updated
Jun 22 closing price
Net Assets
141.12M
OICAX
Price
$13.34
Change
-$0.03 (-0.22%)
Updated
Jun 22 closing price
Net Assets
4.35B
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HCVCX vs OICAX

HCVCX vs OICAX Comparison Chart in %
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HCVCX vs. OICAX commentary
Jun 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 Buy and OICAX is a Hold.

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FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.35B vs. HCVCX (141M). OICAX pays higher dividends than HCVCX: OICAX (3.21) vs HCVCX (2.32). HCVCX was incepted earlier than OICAX: HCVCX (22 years) vs OICAX (30 years). HCVCX (1.82) is less costly to investors than OICAX (0.93). HCVCX is a more actively managed with annual turnover of: 27.00 vs. OICAX (11.00). OICAX has a lower initial minimum investment than HCVCX: OICAX (500) vs HCVCX (2000). HCVCX annual gain was more profitable for investors over the last year : 11.14 vs. OICAX (9.15). HCVCX return over 5 years is better than : 12.35 vs. OICAX (10.82).
HCVCXOICAXHCVCX / OICAX
Total Expense Ratio1.820.93196%
Annual Report Gross Expense Ratio1.820.93196%
Fund Existence22 years30 years-
Gain YTD4.0443.646111%
Front LoadN/A5%-
Min. Initial Investment2000500400%
Min. Initial Investment IRA2000N/A-
Net Assets141M4.35B3%
Annual Yield % from dividends2.323.2172%
Returns for 1 year11.149.15122%
Returns for 3 years28.7124.80116%
Returns for 5 years12.3510.82114%
Returns for 10 years50.9938.41133%
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