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HCVTX vs OCGCX
HCVTX vs OCGCX Comparison
Open Charts HCVTX vs OCGCX
Hartford Conservative Allocation R5
Price$12.06
Change+$0.08 (+0.67%)
VolumeN/A
Net Assets144.21M
JPMorgan Investor Conservative Growth C
Price$13.07
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets4.12B
HCVTX vs OCGCX Comparison Chart in %
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HCVTX vs. OCGCX commentary
Sep 09, 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 Buy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.12B vs. HCVTX (144M). OCGCX pays higher dividends than HCVTX: OCGCX (2.79) vs HCVTX (2.56). HCVTX was incepted earlier than OCGCX: HCVTX (19 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 : 9.50 vs. OCGCX (5.80). HCVTX return over 5 years is better than : 21.08 vs. OCGCX (11.29).
| HCVTX | OCGCX | HCVTX / OCGCX | |
| Total Expense Ratio | 0.75 | 1.44 | 52% |
| Annual Report Gross Expense Ratio | 0.75 | 1.44 | 52% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | 8.680 | 7.763 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 4.12B | 3% |
| Annual Yield % from dividends | 2.56 | 2.79 | 92% |
| Returns for 1 year | 9.50 | 5.80 | 164% |
| Returns for 3 years | 26.80 | 16.10 | 166% |
| Returns for 5 years | 21.08 | 11.29 | 187% |
| Returns for 10 years | 52.64 | 24.28 | 217% |
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