HCVAX
Price
$12.11
Change
+$0.01 (+0.08%)
Updated
Nov 19 closing price
Net Assets
144.25M
ONCFX
Price
$13.25
Change
+$0.01 (+0.08%)
Updated
Nov 19 closing price
Net Assets
4.21B
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HCVAX vs ONCFX

Header iconHCVAX vs ONCFX Comparison
Open Charts HCVAX vs ONCFXBanner chart's image
Hartford Conservative Allocation A
Price$12.11
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets144.25M
JPMorgan Investor Conservative Growth I
Price$13.25
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.21B
HCVAX vs ONCFX Comparison Chart in %
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HCVAX vs. ONCFX commentary
Nov 20, 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 ONCFX is a Hold.

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FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 4.21B vs. HCVAX (144M). ONCFX pays higher dividends than HCVAX: ONCFX (3.41) vs HCVAX (2.23). HCVAX was incepted earlier than ONCFX: HCVAX (21 years) vs ONCFX (29 years). HCVAX (1.01) is less costly to investors than ONCFX (0.69). HCVAX is a more actively managed with annual turnover of: 29.00 vs. ONCFX (11.00). HCVAX has a lower initial minimum investment than ONCFX: HCVAX (2000) vs ONCFX (1000000). ONCFX IRA initial investment is lower compared to HCVAX: ONCFX (1000000) vs HCVAX (2000). HCVAX annual gain was more profitable for investors over the last year : 8.66 vs. ONCFX (6.65). HCVAX return over 5 years is better than : 16.51 vs. ONCFX (12.65).
HCVAXONCFXHCVAX / ONCFX
Total Expense Ratio1.010.69146%
Annual Report Gross Expense Ratio1.010.69146%
Fund Existence21 years29 years-
Gain YTD9.2069.061102%
Front Load6%N/A-
Min. Initial Investment200010000000%
Min. Initial Investment IRA200010000000%
Net Assets144M4.21B3%
Annual Yield % from dividends2.233.4165%
Returns for 1 year8.666.65130%
Returns for 3 years28.8921.89132%
Returns for 5 years16.5112.65131%
Returns for 10 years49.0133.50146%
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