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HCVAX vs ONCFX
HCVAX vs ONCFX Comparison
Open Charts HCVAX vs ONCFX
Hartford Conservative Allocation A
Price$11.79
Change+$0.07 (+0.60%)
VolumeN/A
Net Assets142.51M
JPMorgan Investor Conservative Growth I
Price$13.03
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets4.08B
HCVAX vs ONCFX Comparison Chart in %
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HCVAX vs. ONCFX commentary
Aug 05, 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.
FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 4.08B vs. HCVAX (143M). ONCFX pays higher dividends than HCVAX: ONCFX (3.53) vs HCVAX (2.33). 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 (8.00). 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 : 8.08 vs. ONCFX (5.75). HCVAX return over 5 years is better than : 16.94 vs. ONCFX (13.25).
| HCVAX | ONCFX | HCVAX / ONCFX | |
| Total Expense Ratio | 1.01 | 0.69 | 146% |
| Annual Report Gross Expense Ratio | 1.01 | 0.69 | 146% |
| Fund Existence | 21 years | 29 years | - |
| Gain YTD | 5.776 | 5.950 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | 1000000 | 0% |
| Net Assets | 143M | 4.08B | 4% |
| Annual Yield % from dividends | 2.33 | 3.53 | 66% |
| Returns for 1 year | 8.08 | 5.75 | 141% |
| Returns for 3 years | 20.65 | 14.30 | 144% |
| Returns for 5 years | 16.94 | 13.25 | 128% |
| Returns for 10 years | 41.73 | 28.84 | 145% |
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