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HCVAX vs OCGCX
HCVAX vs OCGCX Comparison
Open Charts HCVAX vs OCGCX
Hartford Conservative Allocation A
Price$12.02
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets144.21M
JPMorgan Investor Conservative Growth C
Price$13.03
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets4.12B
HCVAX vs OCGCX Comparison Chart in %
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HCVAX vs. OCGCX commentary
Sep 08, 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 Buy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.12B vs. HCVAX (144M). OCGCX pays higher dividends than HCVAX: OCGCX (2.79) vs HCVAX (2.28). 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 : 8.70 vs. OCGCX (5.47). HCVAX return over 5 years is better than : 19.61 vs. OCGCX (11.03).
| 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 | 8.484 | 7.763 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 144M | 4.12B | 3% |
| Annual Yield % from dividends | 2.28 | 2.79 | 82% |
| Returns for 1 year | 8.70 | 5.47 | 159% |
| Returns for 3 years | 27.78 | 17.76 | 156% |
| Returns for 5 years | 19.61 | 11.03 | 178% |
| Returns for 10 years | 48.79 | 24.28 | 201% |
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