HCVAX
Price
$11.78
Change
+$0.02 (+0.17%)
Updated
Jul 29 closing price
Net Assets
143.15M
OICAX
Price
$12.93
Change
+$0.03 (+0.23%)
Updated
Jul 29 closing price
Net Assets
4.03B
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HCVAX vs OICAX

Header iconHCVAX vs OICAX Comparison
Open Charts HCVAX vs OICAXBanner chart's image
Hartford Conservative Allocation A
Price$11.78
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets143.15M
JPMorgan Investor Conservative Growth A
Price$12.93
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets4.03B
HCVAX vs OICAX Comparison Chart in %
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HCVAX vs. OICAX commentary
Jul 30, 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 OICAX is a Hold.

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FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.03B vs. HCVAX (143M). 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 : 8.75 vs. OICAX (6.12). HCVAX return over 5 years is better than : 18.41 vs. OICAX (12.64).
HCVAXOICAXHCVAX / OICAX
Total Expense Ratio1.010.94107%
Annual Report Gross Expense Ratio1.010.94107%
Fund Existence21 years29 years-
Gain YTD6.1375.853105%
Front Load6%5%122%
Min. Initial Investment2000500400%
Min. Initial Investment IRA2000N/A-
Net Assets143M4.03B4%
Annual Yield % from dividends2.333.3170%
Returns for 1 year8.756.12143%
Returns for 3 years20.6013.04158%
Returns for 5 years18.4112.64146%
Returns for 10 years41.5125.29164%
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