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HCVAX vs OICAX
HCVAX vs OICAX Comparison
Open Charts HCVAX vs OICAX
Hartford Conservative Allocation A
Price$11.47
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets143.23M
JPMorgan Investor Conservative Growth A
Price$12.65
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets3.92B
HCVAX vs OICAX Comparison Chart
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HCVAX vs. OICAX commentary
Jun 16, 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: 3.93B vs. HCVAX (143M). OICAX pays higher dividends than HCVAX: OICAX (3.35) vs HCVAX (2.39). 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 : 6.84 vs. OICAX (4.87). HCVAX return over 5 years is better than : 19.42 vs. OICAX (14.11).
| 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 | 3.520 | 3.542 | 99% |
| Front Load | 6% | 5% | 122% |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 143M | 3.93B | 4% |
| Annual Yield % from dividends | 2.39 | 3.35 | 71% |
| Returns for 1 year | 6.84 | 4.87 | 140% |
| Returns for 3 years | 23.40 | 16.09 | 145% |
| Returns for 5 years | 19.42 | 14.11 | 138% |
| Returns for 10 years | 36.52 | 22.37 | 163% |
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