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HCVTX vs ONCFX
HCVTX vs ONCFX Comparison
Open Charts HCVTX vs ONCFX
Hartford Conservative Allocation R5
Price$11.40
Change-$0.04 (-0.35%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth I
Price$12.58
Change-$0.05 (-0.40%)
VolumeN/A
CapitalizationN/A
HCVTX vs ONCFX Comparison Chart
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HCVTX vs. ONCFX commentary
Dec 30, 2024
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: 3.95B vs. HCVTX (150M). 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 : 8.47 vs. ONCFX (5.47). HCVTX return over 5 years is better than : 14.52 vs. ONCFX (11.88).
| 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 | 8.571 | 5.631 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 150M | 3.95B | 4% |
| Annual Yield % from dividends | 2.82 | 2.99 | 94% |
| Returns for 1 year | 8.47 | 5.47 | 155% |
| Returns for 3 years | 3.18 | -2.12 | -150% |
| Returns for 5 years | 14.52 | 11.88 | 122% |
| Returns for 10 years | 37.35 | 22.42 | 167% |
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