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HCVCX vs OCGCX
HCVCX vs OCGCX Comparison
Open Charts HCVCX vs OCGCX
Hartford Conservative Allocation C
Price$11.29
Change+$0.01 (+0.09%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth C
Price$12.44
Change+$0.01 (+0.08%)
VolumeN/A
CapitalizationN/A
HCVCX vs OCGCX Comparison Chart
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HCVCX vs. OCGCX commentary
Dec 28, 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 HCVCX is a StrongBuy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 3.96B vs. HCVCX (151M). OCGCX pays higher dividends than HCVCX: OCGCX (2.30) vs HCVCX (1.73). HCVCX was incepted earlier than OCGCX: HCVCX (21 years) vs OCGCX (28 years). HCVCX is a more actively managed with annual turnover of: 19.00 vs. OCGCX (5.00). OCGCX has a lower initial minimum investment than HCVCX: OCGCX (500) vs HCVCX (2000). HCVCX annual gain was more profitable for investors over the last year : 7.59 vs. OCGCX (4.92). HCVCX return over 5 years is better than : 9.49 vs. OCGCX (8.18).
| HCVCX | OCGCX | HCVCX / OCGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 7.832 | 5.150 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 151M | 3.96B | 4% |
| Annual Yield % from dividends | 1.73 | 2.30 | 75% |
| Returns for 1 year | 7.59 | 4.92 | 154% |
| Returns for 3 years | 0.31 | -3.99 | -8% |
| Returns for 5 years | 9.49 | 8.18 | 116% |
| Returns for 10 years | 25.14 | 13.76 | 183% |
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