OCHIX
Price
$13.16
Change
-$0.33 (-2.45%)
Updated
Jun 23 closing price
Net Assets
67.99M
TRCLX
Price
$19.23
Change
-$0.64 (-3.22%)
Updated
Jun 23 closing price
Net Assets
123.98M
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OCHIX vs TRCLX

OCHIX vs TRCLX Comparison Chart in %
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OCHIX vs. TRCLX commentary
Jun 24, 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 Hold.

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FUNDAMENTALS
Fundamentals
TRCLX has more cash in the bank: 124M vs. OCHIX (68M). TRCLX pays higher dividends than OCHIX: TRCLX (1.26) vs OCHIX (0.92). 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 : 77.67 vs. OCHIX (67.13). TRCLX return over 5 years is better than : 15.26 vs. OCHIX (-21.81).
OCHIXTRCLXOCHIX / TRCLX
Total Expense Ratio1.551.03150%
Annual Report Gross Expense Ratio1.581.7391%
Fund Existence9 years7 years-
Gain YTD37.93540.42494%
Front LoadN/AN/A-
Min. Initial Investment1000000500000200%
Min. Initial Investment IRAN/AN/A-
Net Assets68M124M55%
Annual Yield % from dividends0.921.2673%
Returns for 1 year67.1377.6786%
Returns for 3 years112.7397.82115%
Returns for 5 years-21.8115.26-143%
Returns for 10 yearsN/AN/A-
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