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HCVCX vs OICAX
HCVCX vs OICAX Comparison
Open Charts HCVCX vs OICAX
Hartford Conservative Allocation C
Price$11.23
Change-$0.05 (-0.44%)
VolumeN/A
Net Assets147.22M
JPMorgan Investor Conservative Growth A
Price$12.60
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets4.04B
HCVCX vs OICAX Comparison Chart
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HCVCX vs. OICAX commentary
Mar 04, 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 Hold and OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.04B vs. HCVCX (147M). 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 : 7.70 vs. OICAX (6.05). OICAX (12.16) and HCVCX (11.80) have equivalent 5 years return.
| 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 | 2.267 | 2.378 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 147M | 4.04B | 4% |
| Annual Yield % from dividends | 1.73 | 2.77 | 62% |
| Returns for 1 year | 7.70 | 6.05 | 127% |
| Returns for 3 years | 7.55 | 4.37 | 173% |
| Returns for 5 years | 11.80 | 12.16 | 97% |
| Returns for 10 years | 26.48 | 21.59 | 123% |
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