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HCVCX vs OICAX
HCVCX vs OICAX Comparison
Open Charts HCVCX vs OICAX
Hartford Conservative Allocation C
Price$11.61
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets145.09M
JPMorgan Investor Conservative Growth A
Price$12.86
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.05B
HCVCX vs OICAX Comparison Chart in %
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HCVCX vs. OICAX commentary
Jul 06, 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 StrongBuy and OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.05B vs. HCVCX (145M). OICAX pays higher dividends than HCVCX: OICAX (3.31) vs HCVCX (1.61). 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 : 8.01 vs. OICAX (6.64). HCVCX return over 5 years is better than : 16.15 vs. OICAX (14.77).
| 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 | 5.258 | 5.525 | 95% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 145M | 4.05B | 4% |
| Annual Yield % from dividends | 1.61 | 3.31 | 48% |
| Returns for 1 year | 8.01 | 6.64 | 121% |
| Returns for 3 years | 21.16 | 16.08 | 132% |
| Returns for 5 years | 16.15 | 14.77 | 109% |
| Returns for 10 years | 31.23 | 25.38 | 123% |
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