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HCVAX vs OICAX
HCVAX vs OICAX Comparison
Open Charts HCVAX vs OICAX
Hartford Conservative Allocation A
Price$11.52
Change+$0.07 (+0.61%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth A
Price$12.99
Change+$0.08 (+0.62%)
VolumeN/A
CapitalizationN/A
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HCVAX vs OICAX Comparison Chart
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HCVAX vs. OICAX commentary
Sep 20, 2024
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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 3.98B vs. HCVAX (96.9M). OICAX pays higher dividends than HCVAX: OICAX (2.77) vs HCVAX (2.47). HCVAX was incepted earlier than OICAX: HCVAX (20 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 : 15.33 vs. OICAX (14.51). HCVAX return over 5 years is better than : 17.40 vs. OICAX (14.04).
| HCVAX | OICAX | HCVAX / OICAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 8.944 | 8.631 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 96.9M | 3.98B | 2% |
| Annual Yield % from dividends | 2.47 | 2.77 | 89% |
| Returns for 1 year | 15.33 | 14.51 | 106% |
| Returns for 3 years | 0.35 | -0.05 | -687% |
| Returns for 5 years | 17.40 | 14.04 | 124% |
| Returns for 10 years | 25.66 | 21.83 | 118% |
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