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HCVTX vs ONCFX
HCVTX vs ONCFX Comparison
Open Charts HCVTX vs ONCFX
Hartford Conservative Allocation R5
Price$11.29
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets147.22M
JPMorgan Investor Conservative Growth I
Price$12.70
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets4.04B
HCVTX vs ONCFX Comparison Chart
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HCVTX vs. ONCFX commentary
Mar 04, 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 ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 4.04B vs. HCVTX (147M). ONCFX pays higher dividends than HCVTX: ONCFX (2.99) vs HCVTX (2.82). HCVTX was incepted earlier than ONCFX: HCVTX (18 years) vs ONCFX (28 years). HCVTX is a more actively managed with annual turnover of: 19.00 vs. ONCFX (5.00). 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 : 8.81 vs. ONCFX (6.26). HCVTX return over 5 years is better than : 17.30 vs. ONCFX (13.59).
| HCVTX | ONCFX | HCVTX / ONCFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 2.441 | 2.399 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 147M | 4.04B | 4% |
| Annual Yield % from dividends | 2.82 | 2.99 | 94% |
| Returns for 1 year | 8.81 | 6.26 | 141% |
| Returns for 3 years | 10.98 | 5.15 | 213% |
| Returns for 5 years | 17.30 | 13.59 | 127% |
| Returns for 10 years | 39.18 | 24.57 | 159% |
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