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HCVAX vs ONCFX
HCVAX vs ONCFX Comparison
Open Charts HCVAX vs ONCFX
Hartford Conservative Allocation A
Price$11.24
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets142.94M
JPMorgan Investor Conservative Growth I
Price$12.57
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets3.94B
HCVAX vs ONCFX Comparison Chart
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HCVAX vs. ONCFX commentary
May 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 Buy and ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 3.95B vs. HCVAX (143M). ONCFX pays higher dividends than HCVAX: ONCFX (3.60) vs HCVAX (2.43). HCVAX was incepted earlier than ONCFX: HCVAX (21 years) vs ONCFX (28 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 : 8.24 vs. ONCFX (6.40). HCVAX return over 5 years is better than : 21.86 vs. ONCFX (18.39).
| 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 | 28 years | - |
| Gain YTD | 1.444 | 1.897 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | 1000000 | 0% |
| Net Assets | 143M | 3.95B | 4% |
| Annual Yield % from dividends | 2.43 | 3.60 | 67% |
| Returns for 1 year | 8.24 | 6.40 | 129% |
| Returns for 3 years | 14.39 | 9.22 | 156% |
| Returns for 5 years | 21.86 | 18.39 | 119% |
| Returns for 10 years | 32.61 | 23.37 | 140% |
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