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HCVCX vs OICAX
HCVCX vs OICAX Comparison
Open Charts HCVCX vs OICAX
Hartford Conservative Allocation C
Price$11.38
Change-$0.07 (-0.61%)
VolumeN/A
Net Assets143.23M
JPMorgan Investor Conservative Growth A
Price$12.65
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets3.92B
HCVCX vs OICAX Comparison Chart
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HCVCX vs. OICAX commentary
Jun 16, 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: 3.93B vs. HCVCX (143M). OICAX pays higher dividends than HCVCX: OICAX (3.35) vs HCVCX (1.65). HCVCX was incepted earlier than OICAX: HCVCX (21 years) vs OICAX (29 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 : 6.07 vs. OICAX (4.87). HCVCX return over 5 years is better than : 15.04 vs. OICAX (14.11).
| 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 | 29 years | - |
| Gain YTD | 3.173 | 3.542 | 90% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 143M | 3.93B | 4% |
| Annual Yield % from dividends | 1.65 | 3.35 | 49% |
| Returns for 1 year | 6.07 | 4.87 | 125% |
| Returns for 3 years | 20.56 | 16.09 | 128% |
| Returns for 5 years | 15.04 | 14.11 | 107% |
| Returns for 10 years | 27.22 | 22.37 | 122% |
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