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HCVTX vs ONCFX
HCVTX vs ONCFX Comparison
Open Charts HCVTX vs ONCFX
Hartford Conservative Allocation R5
Price$10.92
Change-$0.04 (-0.36%)
VolumeN/A
Net Assets140.36M
JPMorgan Investor Conservative Growth I
Price$12.30
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets3.9B
HCVTX vs ONCFX Comparison Chart
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HCVTX vs. ONCFX commentary
Apr 18, 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: 3.9B vs. HCVTX (140M). ONCFX pays higher dividends than HCVTX: ONCFX (3.59) vs HCVTX (2.74). HCVTX was incepted earlier than ONCFX: HCVTX (18 years) vs ONCFX (28 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 : 6.96 vs. ONCFX (5.12). HCVTX return over 5 years is better than : 20.37 vs. ONCFX (15.81).
| HCVTX | ONCFX | HCVTX / ONCFX | |
| Total Expense Ratio | 0.75 | 0.69 | 109% |
| Annual Report Gross Expense Ratio | 0.75 | 0.69 | 109% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | -0.904 | -0.247 | 366% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 140M | 3.9B | 4% |
| Annual Yield % from dividends | 2.74 | 3.59 | 76% |
| Returns for 1 year | 6.96 | 5.12 | 136% |
| Returns for 3 years | 9.24 | 4.55 | 203% |
| Returns for 5 years | 20.37 | 15.81 | 129% |
| Returns for 10 years | 31.89 | 20.06 | 159% |
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