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HCVCX vs OCGCX
HCVCX vs OCGCX Comparison
Open Charts HCVCX vs OCGCX
Hartford Conservative Allocation C
Price$11.33
Change+$0.02 (+0.18%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth C
Price$12.74
Change+$0.03 (+0.24%)
VolumeN/A
CapitalizationN/A
HCVCX vs OCGCX Comparison Chart
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HCVCX vs. OCGCX commentary
Nov 24, 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: 3.96B vs. HCVCX (152M). OCGCX pays higher dividends than HCVCX: OCGCX (2.30) vs HCVCX (1.73). HCVCX was incepted earlier than OCGCX: HCVCX (21 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 annual gain was more profitable for investors over the last year : 12.96 vs. OCGCX (12.05). HCVCX return over 5 years is better than : 11.52 vs. OCGCX (9.38).
| HCVCX | OCGCX | HCVCX / OCGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 8.023 | 7.478 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 152M | 3.96B | 4% |
| Annual Yield % from dividends | 1.73 | 2.30 | 75% |
| Returns for 1 year | 12.96 | 12.05 | 108% |
| Returns for 3 years | -2.03 | -2.53 | 80% |
| Returns for 5 years | 11.52 | 9.38 | 123% |
| Returns for 10 years | 17.78 | 14.00 | 127% |
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