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HCVCX vs OCGCX
HCVCX vs OCGCX Comparison
Open Charts HCVCX vs OCGCX
Hartford Conservative Allocation C
Price$11.21
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets149.08M
JPMorgan Investor Conservative Growth C
Price$12.44
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets4.03B
HCVCX vs OCGCX Comparison Chart
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HCVCX vs. OCGCX 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 HCVCX is a Buy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.03B vs. HCVCX (149M). 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 : 8.58 vs. OCGCX (6.16). HCVCX return over 5 years is better than : 10.19 vs. OCGCX (8.87).
| 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 | 1.451 | 1.710 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 149M | 4.03B | 4% |
| Annual Yield % from dividends | 1.73 | 2.30 | 75% |
| Returns for 1 year | 8.58 | 6.16 | 139% |
| Returns for 3 years | 3.95 | -0.13 | -2,979% |
| Returns for 5 years | 10.19 | 8.87 | 115% |
| Returns for 10 years | 25.35 | 15.27 | 166% |
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