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HCVTX vs OCGCX
HCVTX vs OCGCX Comparison
Open Charts HCVTX vs OCGCX
Hartford Conservative Allocation R5
Price$11.10
Change+$0.04 (+0.36%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth C
Price$12.32
Change+$0.04 (+0.33%)
VolumeN/A
CapitalizationN/A
HCVTX vs OCGCX Comparison Chart
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HCVTX vs. OCGCX commentary
Jan 06, 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: 4.02B vs. HCVTX (149M). HCVTX pays higher dividends than OCGCX: HCVTX (2.82) vs OCGCX (2.30). HCVTX was incepted earlier than OCGCX: HCVTX (18 years) vs OCGCX (28 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 : 9.89 vs. OCGCX (6.09). HCVTX return over 5 years is better than : 14.28 vs. OCGCX (7.75).
| HCVTX | OCGCX | HCVTX / OCGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 0.362 | 0.326 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 4.02B | 4% |
| Annual Yield % from dividends | 2.82 | 2.30 | 123% |
| Returns for 1 year | 9.89 | 6.09 | 162% |
| Returns for 3 years | 3.22 | -3.99 | -81% |
| Returns for 5 years | 14.28 | 7.75 | 184% |
| Returns for 10 years | 38.55 | 14.92 | 258% |
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