OCHIX
Price
$12.48
Change
-$0.32 (-2.50%)
Updated
Jul 13 closing price
Net Assets
64.48M
TRCLX
Price
$17.56
Change
-$0.84 (-4.57%)
Updated
Jul 13 closing price
Net Assets
116.72M
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OCHIX vs TRCLX

OCHIX vs TRCLX Comparison Chart in %
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OCHIX vs. TRCLX commentary
Jul 14, 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 StrongBuy and TRCLX is a Hold.

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FUNDAMENTALS
Fundamentals
TRCLX has more cash in the bank: 117M vs. OCHIX (64.5M). TRCLX pays higher dividends than OCHIX: TRCLX (1.15) vs OCHIX (0.88). OCHIX was incepted earlier than TRCLX: OCHIX (9 years) vs TRCLX (7 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 : 57.72 vs. OCHIX (52.06). TRCLX return over 5 years is better than : 6.68 vs. OCHIX (-25.47).
OCHIXTRCLXOCHIX / TRCLX
Total Expense Ratio1.551.03150%
Annual Report Gross Expense Ratio1.581.7391%
Fund Existence9 years7 years-
Gain YTD30.87930.035103%
Front LoadN/AN/A-
Min. Initial Investment1000000500000200%
Min. Initial Investment IRAN/AN/A-
Net Assets64.5M117M55%
Annual Yield % from dividends0.881.1577%
Returns for 1 year52.0657.7290%
Returns for 3 years86.1174.51116%
Returns for 5 years-25.476.68-381%
Returns for 10 yearsN/AN/A-
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