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HCVAX vs OICAX
HCVAX vs OICAX Comparison
Open Charts HCVAX vs OICAX
Hartford Conservative Allocation A
Price$11.38
Change-$0.04 (-0.35%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth A
Price$12.48
Change-$0.04 (-0.32%)
VolumeN/A
CapitalizationN/A
HCVAX vs OICAX Comparison Chart
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HCVAX vs. OICAX commentary
Dec 28, 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 StrongBuy and OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 3.96B vs. HCVAX (151M). 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 : 8.42 vs. OICAX (5.42). HCVAX return over 5 years is better than : 13.60 vs. OICAX (10.90).
| 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 | 8.658 | 5.775 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 151M | 3.96B | 4% |
| Annual Yield % from dividends | 2.47 | 2.77 | 89% |
| Returns for 1 year | 8.42 | 5.42 | 156% |
| Returns for 3 years | 2.71 | -2.59 | -105% |
| Returns for 5 years | 13.60 | 10.90 | 125% |
| Returns for 10 years | 34.14 | 19.60 | 174% |
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