Interact to see
Advertisement
Advertisement
HCVCX vs OICAX
HCVCX vs OICAX Comparison
Open Charts HCVCX vs OICAX
HCVCX vs OICAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HCVCX 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 HCVCX is a Hold and OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.41B vs. HCVCX (138M). OICAX pays higher dividends than HCVCX: OICAX (3.31) 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 : 4.28 vs. OICAX (2.72). HCVCX return over 5 years is better than : 9.87 vs. OICAX (8.12).
| 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 | 3.117 | 2.502 | 125% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 138M | 4.41B | 3% |
| Annual Yield % from dividends | 2.32 | 3.31 | 70% |
| Returns for 1 year | 4.28 | 2.72 | 158% |
| Returns for 3 years | 28.32 | 23.61 | 120% |
| Returns for 5 years | 9.87 | 8.12 | 122% |
| Returns for 10 years | 46.23 | 33.86 | 137% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement