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HCVAX vs OCGCX
HCVAX vs OCGCX Comparison
Open Charts HCVAX vs OCGCX
Hartford Conservative Allocation A
Price$11.42
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth C
Price$12.44
Change+$0.01 (+0.08%)
VolumeN/A
CapitalizationN/A
HCVAX vs OCGCX Comparison Chart
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HCVAX vs. OCGCX commentary
Dec 28, 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: 3.96B vs. HCVAX (151M). HCVAX pays higher dividends than OCGCX: HCVAX (2.47) vs OCGCX (2.30). HCVAX was incepted earlier than OCGCX: HCVAX (21 years) vs OCGCX (28 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 : 8.42 vs. OCGCX (4.92). HCVAX return over 5 years is better than : 13.60 vs. OCGCX (8.18).
| HCVAX | OCGCX | HCVAX / OCGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 8.658 | 5.150 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 151M | 3.96B | 4% |
| Annual Yield % from dividends | 2.47 | 2.30 | 107% |
| Returns for 1 year | 8.42 | 4.92 | 171% |
| Returns for 3 years | 2.71 | -3.99 | -68% |
| Returns for 5 years | 13.60 | 8.18 | 166% |
| Returns for 10 years | 34.14 | 13.76 | 248% |
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