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HCVCX vs OCGCX
HCVCX vs OCGCX Comparison
Open Charts HCVCX vs OCGCX
Hartford Conservative Allocation C
Price$11.14
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets142.64M
JPMorgan Investor Conservative Growth C
Price$12.36
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets3.94B
HCVCX vs OCGCX Comparison Chart
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HCVCX vs. OCGCX commentary
May 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: 3.94B vs. HCVCX (143M). OCGCX pays higher dividends than HCVCX: OCGCX (2.88) vs HCVCX (1.68). 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 : 8.00 vs. OCGCX (5.98). HCVCX return over 5 years is better than : 17.08 vs. OCGCX (13.75).
| 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 | 0.907 | 1.446 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 143M | 3.94B | 4% |
| Annual Yield % from dividends | 1.68 | 2.88 | 58% |
| Returns for 1 year | 8.00 | 5.98 | 134% |
| Returns for 3 years | 11.38 | 6.58 | 173% |
| Returns for 5 years | 17.08 | 13.75 | 124% |
| Returns for 10 years | 22.60 | 13.57 | 167% |
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