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HCVTX vs OCGCX
HCVTX vs OCGCX Comparison
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HCVTX vs OCGCX Comparison Chart in %
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HCVTX vs. OCGCX commentary
Jun 04, 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 HCVTX is a Buy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.32B vs. HCVTX (142M). HCVTX pays higher dividends than OCGCX: HCVTX (3.34) vs OCGCX (2.74). HCVTX was incepted earlier than OCGCX: HCVTX (19 years) vs OCGCX (29 years). OCGCX (1.42) is less costly to investors than HCVTX (0.75). HCVTX is a more actively managed with annual turnover of: 27.00 vs. OCGCX (11.00). HCVTX has a lower initial minimum investment than OCGCX: HCVTX (0) vs OCGCX (500). HCVTX annual gain was more profitable for investors over the last year : 12.91 vs. OCGCX (8.86). HCVTX return over 5 years is better than : 18.72 vs. OCGCX (8.04).
| HCVTX | OCGCX | HCVTX / OCGCX | |
| Total Expense Ratio | 0.75 | 1.42 | 53% |
| Annual Report Gross Expense Ratio | 0.75 | 1.42 | 53% |
| Fund Existence | 19 years | 29 years | - |
| Gain YTD | 4.706 | 3.066 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142M | 4.32B | 3% |
| Annual Yield % from dividends | 3.34 | 2.74 | 122% |
| Returns for 1 year | 12.91 | 8.86 | 146% |
| Returns for 3 years | 33.41 | 22.83 | 146% |
| Returns for 5 years | 18.72 | 8.04 | 233% |
| Returns for 10 years | 64.19 | 29.56 | 217% |
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