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HCVAX vs OCGCX
HCVAX vs OCGCX Comparison
Open Charts HCVAX vs OCGCX
Hartford Conservative Allocation A
Price$10.93
Change-$0.04 (-0.36%)
VolumeN/A
Net Assets140.36M
JPMorgan Investor Conservative Growth C
Price$12.12
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets3.9B
HCVAX vs OCGCX Comparison Chart
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HCVAX vs. OCGCX commentary
Apr 18, 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 Hold and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 3.9B vs. HCVAX (140M). OCGCX pays higher dividends than HCVAX: OCGCX (2.88) vs HCVAX (2.44). 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 : 6.64 vs. OCGCX (4.32). HCVAX return over 5 years is better than : 19.05 vs. OCGCX (11.58).
| 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 | -0.993 | -0.437 | 227% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 140M | 3.9B | 4% |
| Annual Yield % from dividends | 2.44 | 2.88 | 85% |
| Returns for 1 year | 6.64 | 4.32 | 154% |
| Returns for 3 years | 8.45 | 2.20 | 385% |
| Returns for 5 years | 19.05 | 11.58 | 165% |
| Returns for 10 years | 28.55 | 11.32 | 252% |
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