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HCVAX vs ONCFX
HCVAX vs ONCFX Comparison
Open Charts HCVAX vs ONCFX
Hartford Conservative Allocation A
Price$11.26
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets149.08M
JPMorgan Investor Conservative Growth I
Price$12.62
Change-$0.06 (-0.47%)
VolumeN/A
Net Assets4.03B
HCVAX vs ONCFX Comparison Chart
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HCVAX vs. ONCFX commentary
Feb 01, 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: 4.03B vs. HCVAX (149M). 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 : 9.46 vs. ONCFX (7.06). HCVAX return over 5 years is better than : 14.43 vs. ONCFX (13.05).
| 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 | 1.534 | 1.766 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | 1000000 | 0% |
| Net Assets | 149M | 4.03B | 4% |
| Annual Yield % from dividends | 2.47 | 2.99 | 82% |
| Returns for 1 year | 9.46 | 7.06 | 134% |
| Returns for 3 years | 6.51 | 2.18 | 298% |
| Returns for 5 years | 14.43 | 13.05 | 111% |
| Returns for 10 years | 34.57 | 24.35 | 142% |
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