Interact to see
Advertisement
Advertisement
HCVAX vs OCGCX
HCVAX vs OCGCX Comparison
Open Charts HCVAX vs OCGCX
Hartford Conservative Allocation A
Price$11.47
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets143.23M
JPMorgan Investor Conservative Growth C
Price$12.57
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets3.92B
HCVAX vs OCGCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HCVAX vs. OCGCX commentary
Jun 15, 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: 3.93B vs. HCVAX (143M). OCGCX pays higher dividends than HCVAX: OCGCX (2.87) vs HCVAX (2.39). 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 : 6.84 vs. OCGCX (4.29). HCVAX return over 5 years is better than : 19.42 vs. OCGCX (11.34).
| 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 | 3.520 | 3.349 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 143M | 3.93B | 4% |
| Annual Yield % from dividends | 2.39 | 2.87 | 83% |
| Returns for 1 year | 6.84 | 4.29 | 159% |
| Returns for 3 years | 23.40 | 14.30 | 164% |
| Returns for 5 years | 19.42 | 11.34 | 171% |
| Returns for 10 years | 36.52 | 16.27 | 224% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement