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HCVCX vs OICAX
HCVCX vs OICAX Comparison
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HCVCX vs OICAX Comparison Chart in %
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HCVCX 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 HCVCX is a Buy and OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.32B vs. HCVCX (142M). 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 : 11.72 vs. OICAX (9.43). HCVCX return over 5 years is better than : 12.53 vs. OICAX (10.80).
| HCVCX | OICAX | HCVCX / OICAX | |
| Total Expense Ratio | 1.82 | 0.93 | 196% |
| Annual Report Gross Expense Ratio | 1.82 | 0.93 | 196% |
| Fund Existence | 22 years | 30 years | - |
| Gain YTD | 4.128 | 3.336 | 124% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 142M | 4.32B | 3% |
| Annual Yield % from dividends | 2.32 | 3.21 | 72% |
| Returns for 1 year | 11.72 | 9.43 | 124% |
| Returns for 3 years | 29.19 | 24.85 | 117% |
| Returns for 5 years | 12.53 | 10.80 | 116% |
| Returns for 10 years | 48.74 | 36.55 | 133% |
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