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HCVCX vs OCGCX
HCVCX vs OCGCX Comparison
Open Charts HCVCX vs OCGCX
Hartford Conservative Allocation C
Price$11.22
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets142.56M
JPMorgan Investor Conservative Growth C
Price$12.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.89B
HCVCX vs OCGCX Comparison Chart
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HCVCX vs. OCGCX commentary
May 26, 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 HCVCX is a Buy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 3.89B vs. HCVCX (143M). OCGCX pays higher dividends than HCVCX: OCGCX (2.90) vs HCVCX (1.67). HCVCX was incepted earlier than OCGCX: HCVCX (21 years) vs OCGCX (28 years). HCVCX (1.80) is less costly to investors than OCGCX (1.44). HCVCX is a more actively managed with annual turnover of: 29.00 vs. OCGCX (8.00). 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 : 6.13 vs. OCGCX (4.31). HCVCX return over 5 years is better than : 15.62 vs. OCGCX (12.31).
| HCVCX | OCGCX | HCVCX / OCGCX | |
| Total Expense Ratio | 1.80 | 1.44 | 125% |
| Annual Report Gross Expense Ratio | 1.80 | 1.44 | 125% |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 1.723 | 2.002 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 143M | 3.89B | 4% |
| Annual Yield % from dividends | 1.67 | 2.90 | 58% |
| Returns for 1 year | 6.13 | 4.31 | 142% |
| Returns for 3 years | 14.03 | 8.64 | 162% |
| Returns for 5 years | 15.62 | 12.31 | 127% |
| Returns for 10 years | 24.20 | 14.28 | 169% |
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