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OCHIX vs TRCLX
OCHIX vs TRCLX Comparison
Open Charts OCHIX vs TRCLX
Oberweis China Opportunities Instl
Price$9.95
Change+$0.31 (+3.22%)
VolumeN/A
Net Assets52.2M
T. Rowe Price China Evolution Equity I
Price$13.94
Change+$0.27 (+1.98%)
VolumeN/A
Net Assets65.35M
OCHIX vs TRCLX Comparison Chart in %
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OCHIX vs. TRCLX commentary
Oct 14, 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 OCHIX is a Buy and TRCLX is a Hold.
FUNDAMENTALS
Fundamentals
TRCLX has more cash in the bank: 65.3M vs. OCHIX (52.2M). OCHIX pays higher dividends than TRCLX: OCHIX (1.62) vs TRCLX (1.34). OCHIX was incepted earlier than TRCLX: OCHIX (8 years) vs TRCLX (6 years). TRCLX (2.10) is less costly to investors than OCHIX (1.92). OCHIX is a more actively managed with annual turnover of: 155.00 vs. TRCLX (82.40). TRCLX has a lower initial minimum investment than OCHIX: TRCLX (500000) vs OCHIX (1000000). OCHIX annual gain was more profitable for investors over the last year : 26.04 vs. TRCLX (19.46). TRCLX return over 5 years is better than : -2.78 vs. OCHIX (-42.92).
| OCHIX | TRCLX | OCHIX / TRCLX | |
| Total Expense Ratio | 1.55 | 1.03 | 150% |
| Annual Report Gross Expense Ratio | 1.92 | 2.10 | 91% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 37.518 | 29.451 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.2M | 65.3M | 80% |
| Annual Yield % from dividends | 1.62 | 1.34 | 121% |
| Returns for 1 year | 26.04 | 19.46 | 134% |
| Returns for 3 years | 48.62 | 34.55 | 141% |
| Returns for 5 years | -42.92 | -2.78 | 1,541% |
| Returns for 10 years | N/A | N/A | - |
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