Interact to see
Advertisement
Advertisement
HCVTX vs OCGCX
HCVTX vs OCGCX Comparison
Open Charts HCVTX vs OCGCX
HCVTX vs OCGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HCVTX 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 HCVTX is a StrongBuy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.36B vs. HCVTX (140M). HCVTX pays higher dividends than OCGCX: HCVTX (3.37) vs OCGCX (2.75). HCVTX was incepted earlier than OCGCX: HCVTX (20 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 : 9.22 vs. OCGCX (5.56). HCVTX return over 5 years is better than : 16.32 vs. OCGCX (6.03).
| HCVTX | OCGCX | HCVTX / OCGCX | |
| Total Expense Ratio | 0.75 | 1.42 | 53% |
| Annual Report Gross Expense Ratio | 0.75 | 1.42 | 53% |
| Fund Existence | 20 years | 29 years | - |
| Gain YTD | 3.950 | 2.427 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 4.36B | 3% |
| Annual Yield % from dividends | 3.37 | 2.75 | 122% |
| Returns for 1 year | 9.22 | 5.56 | 166% |
| Returns for 3 years | 30.40 | 20.24 | 150% |
| Returns for 5 years | 16.32 | 6.03 | 271% |
| Returns for 10 years | 60.86 | 27.30 | 223% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers