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HCVTX vs OICAX
HCVTX vs OICAX Comparison
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HCVTX vs OICAX Comparison Chart in %
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HCVTX vs. OICAX 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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.36B vs. HCVTX (140M). HCVTX (3.37) and OICAX (3.23) 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 : 9.22 vs. OICAX (6.14). HCVTX return over 5 years is better than : 16.32 vs. OICAX (8.59).
| 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 | 3.950 | 2.709 | 146% |
| Front Load | N/A | 5% | - |
| 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 | 3.23 | 104% |
| Returns for 1 year | 9.22 | 6.14 | 150% |
| Returns for 3 years | 30.40 | 22.14 | 137% |
| Returns for 5 years | 16.32 | 8.59 | 190% |
| Returns for 10 years | 60.86 | 33.95 | 179% |
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