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HCVCX vs OICAX
HCVCX vs OICAX Comparison
Open Charts HCVCX vs OICAX
Hartford Conservative Allocation C
Price$11.31
Change-$0.02 (-0.18%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth A
Price$12.79
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
HCVCX vs OICAX Comparison Chart
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HCVCX vs. OICAX commentary
Nov 14, 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: 3.97B vs. HCVCX (154M). OICAX pays higher dividends than HCVCX: OICAX (2.77) vs HCVCX (1.73). HCVCX was incepted earlier than OICAX: HCVCX (20 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 (15.54) and OICAX (14.87) have marching annual gain over last year. OICAX (12.30) and HCVCX (11.92) 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 | 20 years | 28 years | - |
| Gain YTD | 8.214 | 7.974 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 154M | 3.97B | 4% |
| Annual Yield % from dividends | 1.73 | 2.77 | 62% |
| Returns for 1 year | 15.54 | 14.87 | 104% |
| Returns for 3 years | -2.82 | -1.89 | 149% |
| Returns for 5 years | 11.92 | 12.30 | 97% |
| Returns for 10 years | 18.88 | 20.59 | 92% |
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