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HCVAX vs ONCFX
HCVAX vs ONCFX Comparison
Open Charts HCVAX vs ONCFX
Hartford Conservative Allocation A
Price$11.45
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth I
Price$13.02
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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HCVAX vs ONCFX Comparison Chart
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HCVAX vs. ONCFX commentary
Sep 20, 2024
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: 3.99B vs. HCVAX (97.1M). ONCFX pays higher dividends than HCVAX: ONCFX (2.99) vs HCVAX (2.47). HCVAX was incepted earlier than ONCFX: HCVAX (20 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 (15.33) and ONCFX (14.77) have marching annual gain over last year. HCVAX return over 5 years is better than : 17.40 vs. ONCFX (15.48).
| HCVAX | ONCFX | HCVAX / ONCFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 8.944 | 8.739 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | 1000000 | 0% |
| Net Assets | 97.1M | 3.99B | 2% |
| Annual Yield % from dividends | 2.47 | 2.99 | 82% |
| Returns for 1 year | 15.33 | 14.77 | 104% |
| Returns for 3 years | 0.35 | 0.65 | 54% |
| Returns for 5 years | 17.40 | 15.48 | 112% |
| Returns for 10 years | 25.66 | 24.87 | 103% |
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