Ad is loading...
HCVAX vs OCGCX
HCVAX vs OCGCX Comparison
Open Charts HCVAX vs OCGCX
Hartford Conservative Allocation A
Price$11.26
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets149.08M
JPMorgan Investor Conservative Growth C
Price$12.44
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets4.03B
HCVAX vs OCGCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HCVAX vs. OCGCX commentary
Feb 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 Buy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.03B vs. HCVAX (149M). HCVAX pays higher dividends than OCGCX: HCVAX (2.47) vs OCGCX (2.30). HCVAX was incepted earlier than OCGCX: HCVAX (21 years) vs OCGCX (28 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 : 9.46 vs. OCGCX (6.16). HCVAX return over 5 years is better than : 14.43 vs. OCGCX (8.87).
| HCVAX | OCGCX | HCVAX / OCGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 1.534 | 1.710 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 149M | 4.03B | 4% |
| Annual Yield % from dividends | 2.47 | 2.30 | 107% |
| Returns for 1 year | 9.46 | 6.16 | 154% |
| Returns for 3 years | 6.51 | -0.13 | -4,908% |
| Returns for 5 years | 14.43 | 8.87 | 163% |
| Returns for 10 years | 34.57 | 15.27 | 226% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers