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HCVAX vs OCGCX
HCVAX vs OCGCX Comparison
Open Charts HCVAX vs OCGCX
Hartford Conservative Allocation A
Price$11.31
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets142.56M
JPMorgan Investor Conservative Growth C
Price$12.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.89B
HCVAX vs OCGCX Comparison Chart
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HCVAX vs. OCGCX commentary
May 26, 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: 3.89B vs. HCVAX (143M). OCGCX pays higher dividends than HCVAX: OCGCX (2.90) vs HCVAX (2.43). 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 : 7.00 vs. OCGCX (4.31). HCVAX return over 5 years is better than : 20.14 vs. OCGCX (12.31).
| 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 | 2.076 | 2.002 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 143M | 3.89B | 4% |
| Annual Yield % from dividends | 2.43 | 2.90 | 84% |
| Returns for 1 year | 7.00 | 4.31 | 163% |
| Returns for 3 years | 16.76 | 8.64 | 194% |
| Returns for 5 years | 20.14 | 12.31 | 164% |
| Returns for 10 years | 33.31 | 14.28 | 233% |
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