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HCVAX vs OICAX
HCVAX vs OICAX Comparison
Open Charts HCVAX vs OICAX
Hartford Conservative Allocation A
Price$11.72
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets145.09M
JPMorgan Investor Conservative Growth A
Price$12.86
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.05B
HCVAX vs OICAX Comparison Chart in %
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HCVAX vs. OICAX commentary
Jul 06, 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 StrongBuy and OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.05B vs. HCVAX (145M). OICAX pays higher dividends than HCVAX: OICAX (3.31) vs HCVAX (2.33). HCVAX was incepted earlier than OICAX: HCVAX (21 years) vs OICAX (29 years). HCVAX (1.01) is less costly to investors than OICAX (0.94). HCVAX is a more actively managed with annual turnover of: 29.00 vs. OICAX (8.00). HCVAX initial investment is less costly to investors than OICAX (5%) vs OICAX (5%). OICAX has a lower initial minimum investment than HCVAX: OICAX (500) vs HCVAX (2000). HCVAX annual gain was more profitable for investors over the last year : 8.97 vs. OICAX (6.64). HCVAX return over 5 years is better than : 20.66 vs. OICAX (14.77).
| HCVAX | OICAX | HCVAX / OICAX | |
| Total Expense Ratio | 1.01 | 0.94 | 107% |
| Annual Report Gross Expense Ratio | 1.01 | 0.94 | 107% |
| Fund Existence | 21 years | 29 years | - |
| Gain YTD | 5.776 | 5.525 | 105% |
| Front Load | 6% | 5% | 122% |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 145M | 4.05B | 4% |
| Annual Yield % from dividends | 2.33 | 3.31 | 70% |
| Returns for 1 year | 8.97 | 6.64 | 135% |
| Returns for 3 years | 24.22 | 16.08 | 151% |
| Returns for 5 years | 20.66 | 14.77 | 140% |
| Returns for 10 years | 40.89 | 25.38 | 161% |
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