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HCVAX vs OCGCX
HCVAX vs OCGCX Comparison
Open Charts HCVAX vs OCGCX
Hartford Conservative Allocation A
Price$11.72
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets145.09M
JPMorgan Investor Conservative Growth C
Price$12.79
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.05B
HCVAX vs OCGCX Comparison Chart in %
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HCVAX vs. OCGCX commentary
Jul 06, 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: 4.05B vs. HCVAX (145M). OCGCX pays higher dividends than HCVAX: OCGCX (2.85) vs HCVAX (2.33). 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 : 8.97 vs. OCGCX (6.14). HCVAX return over 5 years is better than : 20.66 vs. OCGCX (11.99).
| 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 | 5.776 | 5.379 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 145M | 4.05B | 4% |
| Annual Yield % from dividends | 2.33 | 2.85 | 82% |
| Returns for 1 year | 8.97 | 6.14 | 146% |
| Returns for 3 years | 24.22 | 14.47 | 167% |
| Returns for 5 years | 20.66 | 11.99 | 172% |
| Returns for 10 years | 40.89 | 19.15 | 214% |
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