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HCVCX vs ONCFX
HCVCX vs ONCFX Comparison
Open Charts HCVCX vs ONCFX
Hartford Conservative Allocation C
Price$11.41
Change+$0.07 (+0.62%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth I
Price$13.09
Change+$0.07 (+0.54%)
VolumeN/A
CapitalizationN/A
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HCVCX vs ONCFX Comparison Chart
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HCVCX vs. ONCFX 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 ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 3.98B vs. HCVCX (96.9M). ONCFX pays higher dividends than HCVCX: ONCFX (2.99) vs HCVCX (1.73). HCVCX was incepted earlier than ONCFX: HCVCX (20 years) vs ONCFX (28 years). HCVCX is a more actively managed with annual turnover of: 19.00 vs. ONCFX (5.00). 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). ONCFX (14.50) and HCVCX (14.50) have marching annual gain over last year. ONCFX return over 5 years is better than : 15.22 vs. HCVCX (13.07).
| HCVCX | ONCFX | HCVCX / ONCFX | |
| 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 | 8.489 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | 2000 | 1000000 | 0% |
| Net Assets | 96.9M | 3.98B | 2% |
| Annual Yield % from dividends | 1.73 | 2.99 | 58% |
| Returns for 1 year | 14.50 | 14.50 | 100% |
| Returns for 3 years | -2.01 | 0.42 | -479% |
| Returns for 5 years | 13.07 | 15.22 | 86% |
| Returns for 10 years | 17.12 | 24.58 | 70% |
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