Home › Compare › HDPBX vs ORCC
HDPBX yields 5.30% · ORCC yields 9.79%● Live data
📍 HDPBX pulled ahead of the other in Year 1
Combined, HDPBX + ORCC cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of HDPBX + ORCC for your $10,000?
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in large capitalization income producing equity securities. It invests primarily in the stocks of large capitalization companies. The adviser defines large capitalization companies as companies whose market capitalizations, at the time of purchase, are within the range of market capitalization of companies constituting the S&P 500® Index.
Full HDPBX Calculator →Owl Rock Capital Corporation is a business development company. The fund makes investments in senior secured or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments and common equity investments. Within private equity, it seeks to invest in growth, acquisitions, market or product expansion, refinancings and recapitalizations. It seeks to invest in middle market companies based in the United States, with EBITDA between $10 million and $250 million annually and/or annual revenue of $50 million and $2.5 billion at the time of investment.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.