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HCVCX vs OICAX
HCVCX vs OICAX Comparison
Open Charts HCVCX vs OICAX
Hartford Conservative Allocation C
Price$10.87
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets139.83M
JPMorgan Investor Conservative Growth A
Price$12.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.89B
HCVCX vs OICAX Comparison Chart
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HCVCX vs. OICAX commentary
Apr 19, 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: 3.89B vs. HCVCX (140M). OICAX pays higher dividends than HCVCX: OICAX (3.36) vs HCVCX (1.68). 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 : 5.57 vs. OICAX (4.30). HCVCX (14.45) and OICAX (13.98) 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 | -1.451 | -0.635 | 228% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 140M | 3.89B | 4% |
| Annual Yield % from dividends | 1.68 | 3.36 | 50% |
| Returns for 1 year | 5.57 | 4.30 | 130% |
| Returns for 3 years | 5.85 | 3.58 | 163% |
| Returns for 5 years | 14.45 | 13.98 | 103% |
| Returns for 10 years | 19.62 | 16.68 | 118% |
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