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HCVTX vs ONCFX
HCVTX vs ONCFX Comparison
Open Charts HCVTX vs ONCFX
Hartford Conservative Allocation R5
Price$11.98
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets143.81M
JPMorgan Investor Conservative Growth I
Price$13.22
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets4.12B
HCVTX vs ONCFX Comparison Chart in %
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HCVTX vs. ONCFX commentary
Sep 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 Buy and ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 4.12B vs. HCVTX (144M). ONCFX pays higher dividends than HCVTX: ONCFX (3.46) vs HCVTX (2.56). 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 : 8.56 vs. ONCFX (6.26). HCVTX return over 5 years is better than : 20.57 vs. ONCFX (15.22).
| 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 | 8.318 | 8.263 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 144M | 4.12B | 3% |
| Annual Yield % from dividends | 2.56 | 3.46 | 74% |
| Returns for 1 year | 8.56 | 6.26 | 137% |
| Returns for 3 years | 28.38 | 20.39 | 139% |
| Returns for 5 years | 20.57 | 15.22 | 135% |
| Returns for 10 years | 52.13 | 34.25 | 152% |
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