HCVAX
Price
$11.44
Change
-$0.01 (-0.09%)
Updated
Nov 13 closing price
OCGCX
Price
$12.71
Change
-$0.02 (-0.16%)
Updated
Nov 13 closing price
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HCVAX vs OCGCX

Header iconHCVAX vs OCGCX Comparison
Open Charts HCVAX vs OCGCXBanner chart's image
Hartford Conservative Allocation A
Price$11.44
Change-$0.01 (-0.09%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth C
Price$12.71
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
HCVAX vs OCGCX Comparison Chart
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HCVAX vs. OCGCX commentary
Nov 14, 2024

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 HCVAX is a StrongBuy and OCGCX is a Hold.

FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 3.97B vs. HCVAX (154M). HCVAX pays higher dividends than OCGCX: HCVAX (2.47) vs OCGCX (2.30). HCVAX was incepted earlier than OCGCX: HCVAX (20 years) vs OCGCX (27 years). HCVAX is a more actively managed with annual turnover of: 19.00 vs. OCGCX (5.00). OCGCX has a lower initial minimum investment than HCVAX: OCGCX (500) vs HCVAX (2000). HCVAX annual gain was more profitable for investors over the last year : 14.67 vs. OCGCX (12.64). HCVAX return over 5 years is better than : 15.79 vs. OCGCX (9.29).
HCVAXOCGCXHCVAX / OCGCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence20 years27 years-
Gain YTD8.8497.394120%
Front LoadN/AN/A-
Min. Initial Investment2000500400%
Min. Initial Investment IRA2000N/A-
Net Assets154M3.97B4%
Annual Yield % from dividends2.472.30107%
Returns for 1 year14.6712.64116%
Returns for 3 years-0.56-3.3017%
Returns for 5 years15.799.29170%
Returns for 10 years27.3714.79185%
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