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HCVCX vs ONCFX
HCVCX vs ONCFX Comparison
Open Charts HCVCX vs ONCFX
Hartford Conservative Allocation C
Price$10.87
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets139.83M
JPMorgan Investor Conservative Growth I
Price$12.31
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets3.89B
HCVCX vs ONCFX Comparison Chart
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HCVCX vs. ONCFX commentary
Apr 19, 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 ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 3.89B vs. HCVCX (140M). ONCFX pays higher dividends than HCVCX: ONCFX (3.59) vs HCVCX (1.68). HCVCX was incepted earlier than ONCFX: HCVCX (21 years) vs ONCFX (28 years). HCVCX (1.80) is less costly to investors than ONCFX (0.69). HCVCX is a more actively managed with annual turnover of: 29.00 vs. ONCFX (8.00). HCVCX has a lower initial minimum investment than ONCFX: HCVCX (2000) vs ONCFX (1000000). ONCFX IRA initial investment is lower compared to HCVCX: ONCFX (1000000) vs HCVCX (2000). HCVCX annual gain was more profitable for investors over the last year : 5.57 vs. ONCFX (4.70). ONCFX return over 5 years is better than : 15.53 vs. HCVCX (14.45).
| HCVCX | ONCFX | HCVCX / ONCFX | |
| Total Expense Ratio | 1.80 | 0.69 | 261% |
| Annual Report Gross Expense Ratio | 1.80 | 0.69 | 261% |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | -1.451 | -0.489 | 296% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | 1000000 | 0% |
| Net Assets | 140M | 3.89B | 4% |
| Annual Yield % from dividends | 1.68 | 3.59 | 47% |
| Returns for 1 year | 5.57 | 4.70 | 119% |
| Returns for 3 years | 5.85 | 4.46 | 131% |
| Returns for 5 years | 14.45 | 15.53 | 93% |
| Returns for 10 years | 19.62 | 19.68 | 100% |
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