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HCVCX vs OCGCX
HCVCX vs OCGCX Comparison
Open Charts HCVCX vs OCGCX
Hartford Conservative Allocation C
Price$11.41
Change+$0.07 (+0.62%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth C
Price$12.91
Change+$0.07 (+0.55%)
VolumeN/A
CapitalizationN/A
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HCVCX vs OCGCX Comparison Chart
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HCVCX vs. OCGCX commentary
Sep 20, 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 Buy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 3.98B vs. HCVCX (96.9M). OCGCX pays higher dividends than HCVCX: OCGCX (2.30) vs HCVCX (1.73). HCVCX was incepted earlier than OCGCX: HCVCX (20 years) vs OCGCX (27 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 (14.50) and OCGCX (13.82) have marching annual gain over last year. HCVCX return over 5 years is better than : 13.07 vs. OCGCX (11.25).
| HCVCX | OCGCX | HCVCX / OCGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 8.309 | 8.144 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 96.9M | 3.98B | 2% |
| Annual Yield % from dividends | 1.73 | 2.30 | 75% |
| Returns for 1 year | 14.50 | 13.82 | 105% |
| Returns for 3 years | -2.01 | -1.54 | 130% |
| Returns for 5 years | 13.07 | 11.25 | 116% |
| Returns for 10 years | 17.12 | 15.88 | 108% |
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