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HCVAX vs OCGCX
HCVAX vs OCGCX Comparison
Open Charts HCVAX vs OCGCX
Hartford Conservative Allocation A
Price$12.15
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets144.96M
JPMorgan Investor Conservative Growth C
Price$13.12
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets4.21B
HCVAX vs OCGCX Comparison Chart in %
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HCVAX vs. OCGCX commentary
Oct 10, 2025
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: 4.21B vs. HCVAX (145M). OCGCX pays higher dividends than HCVAX: OCGCX (2.77) vs HCVAX (2.25). HCVAX was incepted earlier than OCGCX: HCVAX (21 years) vs OCGCX (28 years). OCGCX (1.44) is less costly to investors than HCVAX (1.01). HCVAX is a more actively managed with annual turnover of: 29.00 vs. OCGCX (8.00). 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 : 8.99 vs. OCGCX (5.71). HCVAX return over 5 years is better than : 19.58 vs. OCGCX (11.07).
| HCVAX | OCGCX | HCVAX / OCGCX | |
| Total Expense Ratio | 1.01 | 1.44 | 70% |
| Annual Report Gross Expense Ratio | 1.01 | 1.44 | 70% |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 9.928 | 8.733 | 114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 145M | 4.21B | 3% |
| Annual Yield % from dividends | 2.25 | 2.77 | 81% |
| Returns for 1 year | 8.99 | 5.71 | 158% |
| Returns for 3 years | 35.53 | 23.87 | 149% |
| Returns for 5 years | 19.58 | 11.07 | 177% |
| Returns for 10 years | 49.09 | 24.52 | 200% |
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