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HCVTX vs OCGCX
HCVTX vs OCGCX Comparison
Open Charts HCVTX vs OCGCX
Hartford Conservative Allocation R5
Price$10.93
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets139.83M
JPMorgan Investor Conservative Growth C
Price$12.13
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets3.89B
HCVTX vs OCGCX Comparison Chart
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HCVTX vs. OCGCX 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 HCVTX is a Hold and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 3.89B vs. HCVTX (140M). OCGCX pays higher dividends than HCVTX: OCGCX (2.88) vs HCVTX (2.74). HCVTX was incepted earlier than OCGCX: HCVTX (18 years) vs OCGCX (28 years). OCGCX (1.44) is less costly to investors than HCVTX (0.75). HCVTX is a more actively managed with annual turnover of: 29.00 vs. OCGCX (8.00). 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 : 6.56 vs. OCGCX (3.89). HCVTX return over 5 years is better than : 20.04 vs. OCGCX (11.31).
| HCVTX | OCGCX | HCVTX / OCGCX | |
| Total Expense Ratio | 0.75 | 1.44 | 52% |
| Annual Report Gross Expense Ratio | 0.75 | 1.44 | 52% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | -1.175 | -0.683 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 3.89B | 4% |
| Annual Yield % from dividends | 2.74 | 2.88 | 95% |
| Returns for 1 year | 6.56 | 3.89 | 169% |
| Returns for 3 years | 9.24 | 2.10 | 439% |
| Returns for 5 years | 20.04 | 11.31 | 177% |
| Returns for 10 years | 31.53 | 10.87 | 290% |
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