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HCVTX vs ONCFX
HCVTX vs ONCFX Comparison
Open Charts HCVTX vs ONCFX
Hartford Conservative Allocation R5
Price$11.25
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets149.08M
JPMorgan Investor Conservative Growth I
Price$12.62
Change-$0.06 (-0.47%)
VolumeN/A
Net Assets4.03B
HCVTX vs ONCFX Comparison Chart
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HCVTX vs. ONCFX commentary
Feb 01, 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: 4.03B vs. HCVTX (149M). 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 : 9.79 vs. ONCFX (7.06). HCVTX return over 5 years is better than : 15.83 vs. ONCFX (13.05).
| 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 | 1.627 | 1.766 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 149M | 4.03B | 4% |
| Annual Yield % from dividends | 2.82 | 2.99 | 94% |
| Returns for 1 year | 9.79 | 7.06 | 139% |
| Returns for 3 years | 7.29 | 2.18 | 334% |
| Returns for 5 years | 15.83 | 13.05 | 121% |
| Returns for 10 years | 38.07 | 24.35 | 156% |
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