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OLCAX vs SFCIX
OLCAX vs SFCIX Comparison
Open Charts OLCAX vs SFCIX
OLCAX vs SFCIX Comparison Chart in %
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OLCAX vs. SFCIX commentary
Jun 18, 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 OLCAX is a Hold and SFCIX is a Hold.
FUNDAMENTALS
Fundamentals
OLCAX has more cash in the bank: 944M vs. SFCIX (337M). OLCAX pays higher dividends than SFCIX: OLCAX (3.26) vs SFCIX (2.22). OLCAX was incepted earlier than SFCIX: OLCAX (22 years) vs SFCIX (34 years). SFCIX (0.87) is less costly to investors than OLCAX (0.81). OLCAX is a more actively managed with annual turnover of: 40.00 vs. SFCIX (31.00). OLCAX initial investment is less costly to investors than SFCIX (2%) vs SFCIX (2%). OLCAX (1000) and SFCIX (1000) have matching initial minimum investment requirements. OLCAX annual gain was more profitable for investors over the last year : 5.38 vs. SFCIX (3.76). OLCAX return over 5 years is better than : 5.47 vs. SFCIX (4.77).
| OLCAX | SFCIX | OLCAX / SFCIX | |
| Total Expense Ratio | 0.81 | 0.80 | 101% |
| Annual Report Gross Expense Ratio | 0.81 | 0.87 | 93% |
| Fund Existence | 22 years | 34 years | - |
| Gain YTD | 1.698 | 0.735 | 231% |
| Front Load | 3% | 2% | 125% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 944M | 337M | 280% |
| Annual Yield % from dividends | 3.26 | 2.22 | 147% |
| Returns for 1 year | 5.38 | 3.76 | 143% |
| Returns for 3 years | 10.11 | 10.22 | 99% |
| Returns for 5 years | 5.47 | 4.77 | 115% |
| Returns for 10 years | 19.06 | 8.08 | 236% |
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