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HCVCX vs OICAX
HCVCX vs OICAX Comparison
Open Charts HCVCX vs OICAX
Hartford Conservative Allocation C
Price$12.02
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets144.96M
JPMorgan Investor Conservative Growth A
Price$13.21
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets4.21B
HCVCX vs OICAX Comparison Chart in %
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HCVCX vs. OICAX commentary
Oct 10, 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: 4.21B vs. HCVCX (145M). OICAX pays higher dividends than HCVCX: OICAX (3.22) vs HCVCX (1.55). 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 : 8.15 vs. OICAX (6.36). HCVCX return over 5 years is better than : 15.14 vs. OICAX (13.91).
| 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 | 9.248 | 9.167 | 101% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 145M | 4.21B | 3% |
| Annual Yield % from dividends | 1.55 | 3.22 | 48% |
| Returns for 1 year | 8.15 | 6.36 | 128% |
| Returns for 3 years | 32.33 | 25.87 | 125% |
| Returns for 5 years | 15.14 | 13.91 | 109% |
| Returns for 10 years | 39.00 | 31.25 | 125% |
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