Ad is loading...
Ad is loading...
HCVCX vs OICAX
HCVCX vs OICAX Comparison
Open Charts HCVCX vs OICAX
Hartford Conservative Allocation C
Price$11.33
Change+$0.02 (+0.18%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth A
Price$12.81
Change+$0.02 (+0.16%)
VolumeN/A
CapitalizationN/A
HCVCX vs OICAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HCVCX vs. OICAX commentary
Nov 23, 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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 3.96B vs. HCVCX (152M). 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 (12.96) and OICAX (12.53) have marching annual gain over last year. OICAX (12.04) and HCVCX (11.52) 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 | 8.023 | 7.974 | 101% |
| 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 | 2.77 | 62% |
| Returns for 1 year | 12.96 | 12.53 | 103% |
| Returns for 3 years | -2.03 | -1.19 | 170% |
| Returns for 5 years | 11.52 | 12.04 | 96% |
| Returns for 10 years | 17.78 | 19.76 | 90% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VVOSX | 24.79 | 0.22 | +0.90% |
| Invesco Value Opportunities R6 | |||
| PSUYX | 12.69 | 0.03 | +0.24% |
| Pioneer Global Sustainable Value Y | |||
| GCVCX | 27.15 | N/A | N/A |
| Goldman Sachs Large Cp Val Insghts C | |||
| PSSMX | 30.48 | N/A | N/A |
| Principal SmallCap S&P 600 Index R3 | |||
| HLFZX | 8.22 | N/A | N/A |
| Harding Loevner Frontier Emerg MktsInstZ | |||