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HCVTX vs OICAX
HCVTX vs OICAX Comparison
Open Charts HCVTX vs OICAX
Hartford Conservative Allocation R5
Price$12.06
Change+$0.08 (+0.67%)
VolumeN/A
Net Assets144.21M
JPMorgan Investor Conservative Growth A
Price$13.15
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets4.12B
HCVTX vs OICAX Comparison Chart in %
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HCVTX vs. OICAX 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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.12B vs. HCVTX (144M). OICAX pays higher dividends than HCVTX: OICAX (3.25) vs HCVTX (2.56). 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 (8.00). 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 : 9.50 vs. OICAX (6.38). HCVTX return over 5 years is better than : 21.08 vs. OICAX (14.05).
| 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 | 8.680 | 8.072 | 108% |
| Front Load | N/A | 5% | - |
| 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 | 3.25 | 79% |
| Returns for 1 year | 9.50 | 6.38 | 149% |
| Returns for 3 years | 26.80 | 17.83 | 150% |
| Returns for 5 years | 21.08 | 14.05 | 150% |
| Returns for 10 years | 52.64 | 30.88 | 170% |
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