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HCVCX vs OICAX
HCVCX vs OICAX Comparison
Open Charts HCVCX vs OICAX
Hartford Conservative Allocation C
Price$11.22
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets142.56M
JPMorgan Investor Conservative Growth A
Price$12.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.89B
HCVCX vs OICAX Comparison Chart
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HCVCX vs. OICAX commentary
May 25, 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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 3.89B vs. HCVCX (143M). OICAX pays higher dividends than HCVCX: OICAX (3.39) vs HCVCX (1.67). HCVCX was incepted earlier than OICAX: HCVCX (21 years) vs OICAX (28 years). HCVCX (1.80) is less costly to investors than OICAX (0.94). HCVCX is a more actively managed with annual turnover of: 29.00 vs. OICAX (8.00). 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 : 6.13 vs. OICAX (4.89). HCVCX (15.62) and OICAX (15.20) have equivalent 5 years return.
| HCVCX | OICAX | HCVCX / OICAX | |
| Total Expense Ratio | 1.80 | 0.94 | 191% |
| Annual Report Gross Expense Ratio | 1.80 | 0.94 | 191% |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 1.723 | 2.158 | 80% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 143M | 3.89B | 4% |
| Annual Yield % from dividends | 1.67 | 3.39 | 49% |
| Returns for 1 year | 6.13 | 4.89 | 125% |
| Returns for 3 years | 14.03 | 10.27 | 137% |
| Returns for 5 years | 15.62 | 15.20 | 103% |
| Returns for 10 years | 24.20 | 20.23 | 120% |
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