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OCHIX vs TRCLX
OCHIX vs TRCLX Comparison
Open Charts OCHIX vs TRCLX
Oberweis China Opportunities Instl
Price$10.74
Change+$0.35 (+3.37%)
VolumeN/A
Net Assets56.62M
T. Rowe Price China Evolution Equity I
Price$15.57
Change+$1.40 (+9.88%)
VolumeN/A
Net Assets66.94M
OCHIX vs TRCLX Comparison Chart in %
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OCHIX vs. TRCLX commentary
Feb 05, 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 Buy and TRCLX is a Hold.
FUNDAMENTALS
Fundamentals
TRCLX has more cash in the bank: 66.9M vs. OCHIX (56.6M). TRCLX pays higher dividends than OCHIX: TRCLX (1.49) vs OCHIX (1.09). OCHIX was incepted earlier than TRCLX: OCHIX (9 years) vs TRCLX (6 years). OCHIX (1.92) is less costly to investors than TRCLX (1.73). OCHIX is a more actively managed with annual turnover of: 155.00 vs. TRCLX (104.10). TRCLX has a lower initial minimum investment than OCHIX: TRCLX (500000) vs OCHIX (1000000). OCHIX (52.04) and TRCLX (50.04) have marching annual gain over last year. TRCLX return over 5 years is better than : -9.00 vs. OCHIX (-43.60).
| OCHIX | TRCLX | OCHIX / TRCLX | |
| Total Expense Ratio | 1.55 | 1.03 | 150% |
| Annual Report Gross Expense Ratio | 1.92 | 1.73 | 111% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 9.816 | 10.035 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.6M | 66.9M | 85% |
| Annual Yield % from dividends | 1.09 | 1.49 | 73% |
| Returns for 1 year | 52.04 | 50.04 | 104% |
| Returns for 3 years | 44.11 | 28.71 | 154% |
| Returns for 5 years | -43.60 | -9.00 | 484% |
| Returns for 10 years | N/A | N/A | - |
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