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HCVTX vs OCGCX
HCVTX vs OCGCX Comparison
Open Charts HCVTX vs OCGCX
Hartford Conservative Allocation R5
Price$11.80
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets143.2M
JPMorgan Investor Conservative Growth C
Price$12.84
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.1B
HCVTX vs OCGCX Comparison Chart in %
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HCVTX vs. OCGCX commentary
Aug 07, 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: 4.1B vs. HCVTX (143M). OCGCX pays higher dividends than HCVTX: OCGCX (2.85) vs HCVTX (2.61). 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 : 10.05 vs. OCGCX (6.30). HCVTX return over 5 years is better than : 18.66 vs. OCGCX (9.36).
| 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 | 6.510 | 5.906 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 4.1B | 3% |
| Annual Yield % from dividends | 2.61 | 2.85 | 92% |
| Returns for 1 year | 10.05 | 6.30 | 159% |
| Returns for 3 years | 22.13 | 12.07 | 183% |
| Returns for 5 years | 18.66 | 9.36 | 199% |
| Returns for 10 years | 46.15 | 19.70 | 234% |
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