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HCVCX vs OICAX
HCVCX vs OICAX Comparison
Open Charts HCVCX vs OICAX
Hartford Conservative Allocation C
Price$11.41
Change+$0.07 (+0.62%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth A
Price$12.99
Change+$0.08 (+0.62%)
VolumeN/A
CapitalizationN/A
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HCVCX vs OICAX Comparison Chart
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HCVCX vs. OICAX commentary
Sep 20, 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: 3.98B vs. HCVCX (96.9M). 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 (14.50) and OICAX (14.16) have marching annual gain over last year. OICAX (13.69) and HCVCX (13.07) 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 | 8.309 | 8.296 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 96.9M | 3.98B | 2% |
| Annual Yield % from dividends | 1.73 | 2.77 | 62% |
| Returns for 1 year | 14.50 | 14.16 | 102% |
| Returns for 3 years | -2.01 | -0.36 | 559% |
| Returns for 5 years | 13.07 | 13.69 | 95% |
| Returns for 10 years | 17.12 | 21.45 | 80% |
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