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HCVFX vs OCGCX
HCVFX vs OCGCX Comparison
Open Charts HCVFX vs OCGCX
Hartford Conservative Allocation F
Price$11.71
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets142.58M
JPMorgan Investor Conservative Growth C
Price$12.76
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.03B
HCVFX vs OCGCX Comparison Chart in %
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HCVFX vs. OCGCX commentary
Jul 21, 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 HCVFX is a Buy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.03B vs. HCVFX (143M). OCGCX (2.85) and HCVFX (2.71) have matching dividends . HCVFX was incepted earlier than OCGCX: HCVFX (8 years) vs OCGCX (28 years). OCGCX (1.44) is less costly to investors than HCVFX (0.64). HCVFX is a more actively managed with annual turnover of: 29.00 vs. OCGCX (8.00). OCGCX has a lower initial minimum investment than HCVFX: OCGCX (500) vs HCVFX (1000000). HCVFX annual gain was more profitable for investors over the last year : 8.03 vs. OCGCX (4.88). HCVFX return over 5 years is better than : 20.57 vs. OCGCX (10.33).
| HCVFX | OCGCX | HCVFX / OCGCX | |
| Total Expense Ratio | 0.64 | 1.44 | 44% |
| Annual Report Gross Expense Ratio | 0.64 | 1.44 | 44% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 5.686 | 5.132 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 4.03B | 4% |
| Annual Yield % from dividends | 2.71 | 2.85 | 95% |
| Returns for 1 year | 8.03 | 4.88 | 165% |
| Returns for 3 years | 24.50 | 13.82 | 177% |
| Returns for 5 years | 20.57 | 10.33 | 199% |
| Returns for 10 years | N/A | 18.31 | - |
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