Interact to see
Advertisement
Advertisement
HCVAX vs OCGCX
HCVAX vs OCGCX Comparison
Open Charts HCVAX vs OCGCX
Hartford Conservative Allocation A
Price$12.11
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets144.25M
JPMorgan Investor Conservative Growth C
Price$13.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.21B
HCVAX vs OCGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HCVAX vs. OCGCX commentary
Nov 20, 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: 4.21B vs. HCVAX (144M). OCGCX pays higher dividends than HCVAX: OCGCX (2.74) vs HCVAX (2.23). 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 (11.00). 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 : 8.66 vs. OCGCX (5.79). HCVAX return over 5 years is better than : 16.51 vs. OCGCX (8.55).
| 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 | 9.206 | 8.348 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 144M | 4.21B | 3% |
| Annual Yield % from dividends | 2.23 | 2.74 | 81% |
| Returns for 1 year | 8.66 | 5.79 | 150% |
| Returns for 3 years | 28.89 | 19.03 | 152% |
| Returns for 5 years | 16.51 | 8.55 | 193% |
| Returns for 10 years | 49.01 | 23.53 | 208% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers