Interact to see
Advertisement
Advertisement
HCVTX vs ONCFX
HCVTX vs ONCFX Comparison
Open Charts HCVTX vs ONCFX
Hartford Conservative Allocation R5
Price$11.67
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets142.9M
JPMorgan Investor Conservative Growth I
Price$12.93
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets4.02B
HCVTX vs ONCFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HCVTX vs. ONCFX commentary
Jul 14, 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 StrongBuy and ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 4.02B vs. HCVTX (143M). ONCFX pays higher dividends than HCVTX: ONCFX (3.53) vs HCVTX (2.61). HCVTX was incepted earlier than ONCFX: HCVTX (19 years) vs ONCFX (29 years). HCVTX (0.75) is less costly to investors than ONCFX (0.69). HCVTX is a more actively managed with annual turnover of: 29.00 vs. ONCFX (8.00). HCVTX has a lower initial minimum investment than ONCFX: HCVTX (0) vs ONCFX (1000000). HCVTX annual gain was more profitable for investors over the last year : 7.65 vs. ONCFX (5.51). HCVTX return over 5 years is better than : 20.93 vs. ONCFX (15.13).
| HCVTX | ONCFX | HCVTX / ONCFX | |
| Total Expense Ratio | 0.75 | 0.69 | 109% |
| Annual Report Gross Expense Ratio | 0.75 | 0.69 | 109% |
| Fund Existence | 19 years | 29 years | - |
| Gain YTD | 5.515 | 5.362 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 143M | 4.02B | 4% |
| Annual Yield % from dividends | 2.61 | 3.53 | 74% |
| Returns for 1 year | 7.65 | 5.51 | 139% |
| Returns for 3 years | 25.18 | 17.18 | 147% |
| Returns for 5 years | 20.93 | 15.13 | 138% |
| Returns for 10 years | 43.50 | 27.54 | 158% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers