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HCVCX vs OICAX
HCVCX vs OICAX Comparison
Open Charts HCVCX vs OICAX
Hartford Conservative Allocation C
Price$11.67
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets143.15M
JPMorgan Investor Conservative Growth A
Price$12.93
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets4.03B
HCVCX vs OICAX Comparison Chart in %
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HCVCX vs. OICAX commentary
Jul 30, 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 Buy and OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.03B vs. HCVCX (143M). 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 : 7.80 vs. OICAX (6.12). HCVCX return over 5 years is better than : 13.98 vs. OICAX (12.64).
| 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 | 5.621 | 5.853 | 96% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 143M | 4.03B | 4% |
| Annual Yield % from dividends | 1.61 | 3.31 | 48% |
| Returns for 1 year | 7.80 | 6.12 | 127% |
| Returns for 3 years | 17.71 | 13.04 | 136% |
| Returns for 5 years | 13.98 | 12.64 | 111% |
| Returns for 10 years | 31.81 | 25.29 | 126% |
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