Interact to see
Advertisement
Advertisement
HCVTX vs OICAX
HCVTX vs OICAX Comparison
Open Charts HCVTX vs OICAX
HCVTX vs OICAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HCVTX 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 HCVTX is a Hold and OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.34B vs. HCVTX (141M). HCVTX (3.34) and OICAX (3.21) have matching dividends . HCVTX was incepted earlier than OICAX: HCVTX (20 years) vs OICAX (30 years). OICAX (0.93) is less costly to investors than HCVTX (0.75). HCVTX is a more actively managed with annual turnover of: 27.00 vs. OICAX (11.00). HCVTX has a lower initial minimum investment than OICAX: HCVTX (0) vs OICAX (500). HCVTX annual gain was more profitable for investors over the last year : 11.57 vs. OICAX (8.48). HCVTX return over 5 years is better than : 17.75 vs. OICAX (10.25).
| HCVTX | OICAX | HCVTX / OICAX | |
| Total Expense Ratio | 0.75 | 0.93 | 81% |
| Annual Report Gross Expense Ratio | 0.75 | 0.93 | 81% |
| Fund Existence | 20 years | 30 years | - |
| Gain YTD | 4.370 | 3.414 | 128% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141M | 4.34B | 3% |
| Annual Yield % from dividends | 3.34 | 3.21 | 104% |
| Returns for 1 year | 11.57 | 8.48 | 137% |
| Returns for 3 years | 32.46 | 24.52 | 132% |
| Returns for 5 years | 17.75 | 10.25 | 173% |
| Returns for 10 years | 66.05 | 38.10 | 173% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement