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HICOX vs OWVAX
HICOX vs OWVAX Comparison
Open Charts HICOX vs OWVAX
Colorado BondShares A Tax-Exempt
Price$8.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.95B
Sterling Capital WV Interm Tax-Free I
Price$9.55
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets49.69M
HICOX vs OWVAX Comparison Chart in %
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HICOX vs. OWVAX commentary
Dec 02, 2025
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 HICOX is a Hold and OWVAX is a Hold.
FUNDAMENTALS
Fundamentals
HICOX has more cash in the bank: 1.95B vs. OWVAX (49.7M). HICOX pays higher dividends than OWVAX: HICOX (5.26) vs OWVAX (2.88). HICOX was incepted earlier than OWVAX: HICOX (39 years) vs OWVAX (32 years). OWVAX (0.63) and HICOX (0.60) have similar cost to investors . OWVAX is a more actively managed with annual turnover of: 25.08 vs. HICOX (5.58). HICOX has a lower initial minimum investment than OWVAX: HICOX (500) vs OWVAX (1000000). HICOX (3.75) and OWVAX (3.64) have marching annual gain over last year. HICOX return over 5 years is better than : 21.02 vs. OWVAX (4.18).
| HICOX | OWVAX | HICOX / OWVAX | |
| Total Expense Ratio | 0.60 | 0.63 | 95% |
| Annual Report Gross Expense Ratio | 0.60 | 0.63 | 95% |
| Fund Existence | 39 years | 32 years | - |
| Gain YTD | 5.007 | 4.239 | 118% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 49.7M | 3,915% |
| Annual Yield % from dividends | 5.26 | 2.88 | 183% |
| Returns for 1 year | 3.75 | 3.64 | 103% |
| Returns for 3 years | 20.57 | 10.04 | 205% |
| Returns for 5 years | 21.02 | 4.18 | 502% |
| Returns for 10 years | 51.12 | 18.51 | 276% |
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