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HCVAX vs OCGCX
HCVAX vs OCGCX Comparison
Open Charts HCVAX vs OCGCX
Hartford Conservative Allocation A
Price$11.46
Change+$0.03 (+0.26%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth C
Price$12.74
Change+$0.03 (+0.24%)
VolumeN/A
CapitalizationN/A
HCVAX vs OCGCX Comparison Chart
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HCVAX vs. OCGCX commentary
Nov 24, 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 Buy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 3.97B vs. HCVAX (153M). HCVAX pays higher dividends than OCGCX: HCVAX (2.47) vs OCGCX (2.30). HCVAX was incepted earlier than OCGCX: HCVAX (21 years) vs OCGCX (27 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 : 13.79 vs. OCGCX (12.05). HCVAX return over 5 years is better than : 15.69 vs. OCGCX (9.38).
| HCVAX | OCGCX | HCVAX / OCGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 8.754 | 7.478 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 153M | 3.97B | 4% |
| Annual Yield % from dividends | 2.47 | 2.30 | 107% |
| Returns for 1 year | 13.79 | 12.05 | 114% |
| Returns for 3 years | 0.26 | -2.53 | -10% |
| Returns for 5 years | 15.69 | 9.38 | 167% |
| Returns for 10 years | 26.32 | 14.00 | 188% |
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