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HCVAX vs ONCFX
HCVAX vs ONCFX Comparison
Open Charts HCVAX vs ONCFX
Hartford Conservative Allocation A
Price$11.30
Change-$0.05 (-0.44%)
VolumeN/A
Net Assets147.22M
JPMorgan Investor Conservative Growth I
Price$12.70
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets4.04B
HCVAX vs ONCFX Comparison Chart
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HCVAX vs. ONCFX commentary
Mar 04, 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: 4.04B vs. HCVAX (147M). ONCFX pays higher dividends than HCVAX: ONCFX (2.99) vs HCVAX (2.47). HCVAX was incepted earlier than ONCFX: HCVAX (21 years) vs ONCFX (28 years). HCVAX is a more actively managed with annual turnover of: 19.00 vs. ONCFX (5.00). 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 : 8.58 vs. ONCFX (6.26). HCVAX return over 5 years is better than : 16.09 vs. ONCFX (13.59).
| HCVAX | ONCFX | HCVAX / ONCFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 2.437 | 2.399 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | 1000000 | 0% |
| Net Assets | 147M | 4.04B | 4% |
| Annual Yield % from dividends | 2.47 | 2.99 | 82% |
| Returns for 1 year | 8.58 | 6.26 | 137% |
| Returns for 3 years | 10.18 | 5.15 | 197% |
| Returns for 5 years | 16.09 | 13.59 | 118% |
| Returns for 10 years | 35.76 | 24.57 | 146% |
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