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HCVFX vs ONCFX
HCVFX vs ONCFX Comparison
Open Charts HCVFX vs ONCFX
Hartford Conservative Allocation F
Price$11.76
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets142.85M
JPMorgan Investor Conservative Growth I
Price$13.00
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets4.03B
HCVFX vs ONCFX Comparison Chart in %
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HCVFX vs. ONCFX commentary
Jul 23, 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 ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 4.03B vs. HCVFX (143M). ONCFX pays higher dividends than HCVFX: ONCFX (3.53) vs HCVFX (2.71). HCVFX was incepted earlier than ONCFX: HCVFX (8 years) vs ONCFX (29 years). ONCFX (0.69) is less costly to investors than HCVFX (0.64). HCVFX is a more actively managed with annual turnover of: 29.00 vs. ONCFX (8.00). HCVFX (1000000) and ONCFX (1000000) have matching initial minimum investment requirements. HCVFX annual gain was more profitable for investors over the last year : 8.70 vs. ONCFX (6.25). HCVFX return over 5 years is better than : 20.00 vs. ONCFX (13.98).
| HCVFX | ONCFX | HCVFX / ONCFX | |
| Total Expense Ratio | 0.64 | 0.69 | 93% |
| Annual Report Gross Expense Ratio | 0.64 | 0.69 | 93% |
| Fund Existence | 8 years | 29 years | - |
| Gain YTD | 5.957 | 5.688 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 143M | 4.03B | 4% |
| Annual Yield % from dividends | 2.71 | 3.53 | 77% |
| Returns for 1 year | 8.70 | 6.25 | 139% |
| Returns for 3 years | 23.73 | 15.35 | 155% |
| Returns for 5 years | 20.00 | 13.98 | 143% |
| Returns for 10 years | N/A | 28.63 | - |
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