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HCVAX vs ONCFX
HCVAX vs ONCFX Comparison
Open Charts HCVAX vs ONCFX
Hartford Conservative Allocation A
Price$12.02
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets143.81M
JPMorgan Investor Conservative Growth I
Price$13.22
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets4.12B
HCVAX vs ONCFX Comparison Chart in %
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HCVAX vs. ONCFX commentary
Sep 07, 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 ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 4.12B vs. HCVAX (144M). ONCFX pays higher dividends than HCVAX: ONCFX (3.46) vs HCVAX (2.28). 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 : 8.70 vs. ONCFX (6.26). HCVAX return over 5 years is better than : 19.61 vs. ONCFX (15.22).
| 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 | 8.484 | 8.263 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | 1000000 | 0% |
| Net Assets | 144M | 4.12B | 3% |
| Annual Yield % from dividends | 2.28 | 3.46 | 66% |
| Returns for 1 year | 8.70 | 6.26 | 139% |
| Returns for 3 years | 27.78 | 20.39 | 136% |
| Returns for 5 years | 19.61 | 15.22 | 129% |
| Returns for 10 years | 48.79 | 34.25 | 142% |
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