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HCVCX vs OCGCX
HCVCX vs OCGCX Comparison
Open Charts HCVCX vs OCGCX
Hartford Conservative Allocation C
Price$11.89
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets143.81M
JPMorgan Investor Conservative Growth C
Price$13.03
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets4.12B
HCVCX vs OCGCX Comparison Chart in %
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HCVCX vs. OCGCX commentary
Sep 07, 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: 4.12B vs. HCVCX (144M). OCGCX pays higher dividends than HCVCX: OCGCX (2.79) vs HCVCX (1.58). 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 : 7.76 vs. OCGCX (5.47). HCVCX return over 5 years is better than : 15.06 vs. OCGCX (11.03).
| 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 | 7.797 | 7.763 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 144M | 4.12B | 3% |
| Annual Yield % from dividends | 1.58 | 2.79 | 56% |
| Returns for 1 year | 7.76 | 5.47 | 142% |
| Returns for 3 years | 24.70 | 17.76 | 139% |
| Returns for 5 years | 15.06 | 11.03 | 136% |
| Returns for 10 years | 38.43 | 24.28 | 158% |
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