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HCVTX
Price
$11.54
Change
+$0.01 (+0.09%)
Updated
Nov 26 closing price
OCGCX
Price
$12.81
Change
-$0.01 (-0.08%)
Updated
Nov 26 closing price
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HCVTX vs OCGCX

Header iconHCVTX vs OCGCX Comparison
Open Charts HCVTX vs OCGCXBanner chart's image
Hartford Conservative Allocation R5
Price$11.54
Change+$0.01 (+0.09%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth C
Price$12.81
Change-$0.01 (-0.08%)
VolumeN/A
CapitalizationN/A
HCVTX vs OCGCX Comparison Chart
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HCVTX vs. OCGCX commentary
Nov 27, 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 HCVTX is a Buy and OCGCX is a Hold.

FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 3.99B vs. HCVTX (153M). HCVTX pays higher dividends than OCGCX: HCVTX (2.82) vs OCGCX (2.30). HCVTX was incepted earlier than OCGCX: HCVTX (18 years) vs OCGCX (27 years). HCVTX is a more actively managed with annual turnover of: 19.00 vs. OCGCX (5.00). HCVTX has a lower initial minimum investment than OCGCX: HCVTX (0) vs OCGCX (500). HCVTX annual gain was more profitable for investors over the last year : 14.84 vs. OCGCX (12.57). HCVTX return over 5 years is better than : 17.30 vs. OCGCX (9.38).
HCVTXOCGCXHCVTX / OCGCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence18 years27 years-
Gain YTD9.9058.069123%
Front LoadN/AN/A-
Min. Initial Investment0500-
Min. Initial Investment IRAN/AN/A-
Net Assets153M3.99B4%
Annual Yield % from dividends2.822.30123%
Returns for 1 year14.8412.57118%
Returns for 3 years2.63-1.43-184%
Returns for 5 years17.309.38184%
Returns for 10 years31.4214.68214%
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