OCHIX
Price
$12.90
Change
+$0.16 (+1.26%)
Updated
Jun 2 closing price
Net Assets
64.62M
TRCLX
Price
$18.55
Change
+$0.31 (+1.70%)
Updated
Jun 2 closing price
Net Assets
107.27M
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OCHIX vs TRCLX

Header iconOCHIX vs TRCLX Comparison
Open Charts OCHIX vs TRCLXBanner chart's image
OCHIX vs TRCLX Comparison Chart in %
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OCHIX vs. TRCLX commentary
Jun 04, 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 OCHIX is a Hold and TRCLX is a Buy.

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FUNDAMENTALS
Fundamentals
TRCLX has more cash in the bank: 107M vs. OCHIX (64.6M). TRCLX pays higher dividends than OCHIX: TRCLX (1.26) vs OCHIX (0.92). OCHIX was incepted earlier than TRCLX: OCHIX (9 years) vs TRCLX (6 years). TRCLX (1.73) is less costly to investors than OCHIX (1.58). OCHIX is a more actively managed with annual turnover of: 127.00 vs. TRCLX (104.10). TRCLX has a lower initial minimum investment than OCHIX: TRCLX (500000) vs OCHIX (1000000). TRCLX annual gain was more profitable for investors over the last year : 66.01 vs. OCHIX (62.00). TRCLX return over 5 years is better than : 5.30 vs. OCHIX (-23.39).
OCHIXTRCLXOCHIX / TRCLX
Total Expense Ratio1.551.03150%
Annual Report Gross Expense Ratio1.581.7391%
Fund Existence9 years6 years-
Gain YTD30.26628.905105%
Front LoadN/AN/A-
Min. Initial Investment1000000500000200%
Min. Initial Investment IRAN/AN/A-
Net Assets64.6M107M60%
Annual Yield % from dividends0.921.2673%
Returns for 1 year62.0066.0194%
Returns for 3 years103.0577.43133%
Returns for 5 years-23.395.30-441%
Returns for 10 yearsN/AN/A-
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