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HCVCX vs OCGCX
HCVCX vs OCGCX Comparison
Open Charts HCVCX vs OCGCX
Hartford Conservative Allocation C
Price$11.97
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets144.25M
JPMorgan Investor Conservative Growth C
Price$13.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.21B
HCVCX vs OCGCX Comparison Chart in %
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HCVCX vs. OCGCX commentary
Nov 20, 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 Hold and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.21B vs. HCVCX (144M). OCGCX pays higher dividends than HCVCX: OCGCX (2.74) vs HCVCX (1.54). 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 (11.00). 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 : 7.72 vs. OCGCX (5.79). HCVCX return over 5 years is better than : 12.26 vs. OCGCX (8.55).
| 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 | 8.432 | 8.348 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 144M | 4.21B | 3% |
| Annual Yield % from dividends | 1.54 | 2.74 | 56% |
| Returns for 1 year | 7.72 | 5.79 | 133% |
| Returns for 3 years | 25.81 | 19.03 | 136% |
| Returns for 5 years | 12.26 | 8.55 | 143% |
| Returns for 10 years | 38.82 | 23.53 | 165% |
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