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HCVAX vs OICAX
HCVAX vs OICAX Comparison
Open Charts HCVAX vs OICAX
Hartford Conservative Allocation A
Price$10.94
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets139.83M
JPMorgan Investor Conservative Growth A
Price$12.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.89B
HCVAX vs OICAX Comparison Chart
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HCVAX vs. OICAX commentary
Apr 19, 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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 3.89B vs. HCVAX (140M). OICAX pays higher dividends than HCVAX: OICAX (3.36) vs HCVAX (2.44). HCVAX was incepted earlier than OICAX: HCVAX (21 years) vs OICAX (28 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 : 6.35 vs. OICAX (4.30). HCVAX return over 5 years is better than : 18.73 vs. OICAX (13.98).
| 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 | 28 years | - |
| Gain YTD | -1.264 | -0.635 | 199% |
| Front Load | 6% | 5% | 122% |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 140M | 3.89B | 4% |
| Annual Yield % from dividends | 2.44 | 3.36 | 73% |
| Returns for 1 year | 6.35 | 4.30 | 148% |
| Returns for 3 years | 8.35 | 3.58 | 233% |
| Returns for 5 years | 18.73 | 13.98 | 134% |
| Returns for 10 years | 28.20 | 16.68 | 169% |
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