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HCVAX vs OCGCX
HCVAX vs OCGCX Comparison
Open Charts HCVAX vs OCGCX
Hartford Conservative Allocation A
Price$11.72
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets142.94M
JPMorgan Investor Conservative Growth C
Price$12.77
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets4.03B
HCVAX vs OCGCX Comparison Chart in %
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HCVAX vs. OCGCX commentary
Aug 01, 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: 4.03B vs. HCVAX (143M). OCGCX pays higher dividends than HCVAX: OCGCX (2.85) vs HCVAX (2.33). 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 : 7.88 vs. OCGCX (4.76). HCVAX return over 5 years is better than : 18.31 vs. OCGCX (9.91).
| 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 | 6.047 | 5.544 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 143M | 4.03B | 4% |
| Annual Yield % from dividends | 2.33 | 2.85 | 82% |
| Returns for 1 year | 7.88 | 4.76 | 166% |
| Returns for 3 years | 20.38 | 11.14 | 183% |
| Returns for 5 years | 18.31 | 9.91 | 185% |
| Returns for 10 years | 41.53 | 18.91 | 220% |
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