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HCVCX vs OICAX
HCVCX vs OICAX Comparison
Open Charts HCVCX vs OICAX
Hartford Conservative Allocation C
Price$11.24
Change-$0.05 (-0.44%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth A
Price$12.52
Change+$0.01 (+0.08%)
VolumeN/A
CapitalizationN/A
HCVCX vs OICAX Comparison Chart
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HCVCX vs. OICAX commentary
Dec 28, 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 StrongBuy and OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 3.96B vs. HCVCX (151M). OICAX pays higher dividends than HCVCX: OICAX (2.77) vs HCVCX (1.73). HCVCX was incepted earlier than OICAX: HCVCX (21 years) vs OICAX (28 years). HCVCX is a more actively managed with annual turnover of: 19.00 vs. OICAX (5.00). OICAX has a lower initial minimum investment than HCVCX: OICAX (500) vs HCVCX (2000). HCVCX annual gain was more profitable for investors over the last year : 7.59 vs. OICAX (5.42). OICAX return over 5 years is better than : 10.90 vs. HCVCX (9.49).
| HCVCX | OICAX | HCVCX / OICAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 7.832 | 5.775 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 151M | 3.96B | 4% |
| Annual Yield % from dividends | 1.73 | 2.77 | 62% |
| Returns for 1 year | 7.59 | 5.42 | 140% |
| Returns for 3 years | 0.31 | -2.59 | -12% |
| Returns for 5 years | 9.49 | 10.90 | 87% |
| Returns for 10 years | 25.14 | 19.60 | 128% |
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