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HCVAX vs OICAX
HCVAX vs OICAX Comparison
Open Charts HCVAX vs OICAX
Hartford Conservative Allocation A
Price$11.30
Change-$0.05 (-0.44%)
VolumeN/A
Net Assets147.22M
JPMorgan Investor Conservative Growth A
Price$12.60
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets4.04B
HCVAX vs OICAX Comparison Chart
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HCVAX vs. OICAX commentary
Mar 04, 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: 4.04B vs. HCVAX (147M). OICAX pays higher dividends than HCVAX: OICAX (2.77) vs HCVAX (2.47). HCVAX was incepted earlier than OICAX: HCVAX (21 years) vs OICAX (28 years). HCVAX is a more actively managed with annual turnover of: 19.00 vs. OICAX (5.00). 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 : 8.58 vs. OICAX (6.05). HCVAX return over 5 years is better than : 16.09 vs. OICAX (12.16).
| HCVAX | OICAX | HCVAX / OICAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 2.437 | 2.378 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 147M | 4.04B | 4% |
| Annual Yield % from dividends | 2.47 | 2.77 | 89% |
| Returns for 1 year | 8.58 | 6.05 | 142% |
| Returns for 3 years | 10.18 | 4.37 | 233% |
| Returns for 5 years | 16.09 | 12.16 | 132% |
| Returns for 10 years | 35.76 | 21.59 | 166% |
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