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HCVTX vs OICAX
HCVTX vs OICAX Comparison
Open Charts HCVTX vs OICAX
Hartford Conservative Allocation R5
Price$12.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets144.25M
JPMorgan Investor Conservative Growth A
Price$13.14
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.21B
HCVTX vs OICAX Comparison Chart in %
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HCVTX vs. OICAX commentary
Nov 20, 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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.21B vs. HCVTX (144M). OICAX pays higher dividends than HCVTX: OICAX (3.20) vs HCVTX (2.50). HCVTX was incepted earlier than OICAX: HCVTX (19 years) vs OICAX (29 years). OICAX (0.94) is less costly to investors than HCVTX (0.75). HCVTX is a more actively managed with annual turnover of: 29.00 vs. OICAX (11.00). HCVTX has a lower initial minimum investment than OICAX: HCVTX (0) vs OICAX (500). HCVTX annual gain was more profitable for investors over the last year : 8.97 vs. OICAX (6.45). HCVTX return over 5 years is better than : 17.85 vs. OICAX (11.24).
| HCVTX | OICAX | HCVTX / OICAX | |
| Total Expense Ratio | 0.75 | 0.94 | 80% |
| Annual Report Gross Expense Ratio | 0.75 | 0.94 | 80% |
| Fund Existence | 19 years | 29 years | - |
| Gain YTD | 9.494 | 8.829 | 108% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 4.21B | 3% |
| Annual Yield % from dividends | 2.50 | 3.20 | 78% |
| Returns for 1 year | 8.97 | 6.45 | 139% |
| Returns for 3 years | 29.90 | 20.99 | 142% |
| Returns for 5 years | 17.85 | 11.24 | 159% |
| Returns for 10 years | 52.84 | 30.13 | 175% |
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