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JFLJX vs OCGCX
JFLJX vs OCGCX Comparison
Open Charts JFLJX vs OCGCX
JPMorgan Investor Conservative Growth R6
Price$13.21
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets4.12B
JPMorgan Investor Conservative Growth C
Price$13.03
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets4.12B
JFLJX vs OCGCX Comparison Chart in %
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JFLJX vs. OCGCX 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 JFLJX is a Hold and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
JFLJX (4.12B) and OCGCX (4.12B) have equal amount of cash in the bank . JFLJX pays higher dividends than OCGCX: JFLJX (3.71) vs OCGCX (2.79). JFLJX was incepted earlier than OCGCX: JFLJX (8 years) vs OCGCX (28 years). OCGCX (1.44) is less costly to investors than JFLJX (0.44). JFLJX (8.00) and OCGCX (8.00) have comparable annual turnover. OCGCX has a lower initial minimum investment than JFLJX: OCGCX (500) vs JFLJX (15000000). JFLJX annual gain was more profitable for investors over the last year : 6.53 vs. OCGCX (5.47). JFLJX return over 5 years is better than : 16.62 vs. OCGCX (11.03).
| JFLJX | OCGCX | JFLJX / OCGCX | |
| Total Expense Ratio | 0.44 | 1.44 | 31% |
| Annual Report Gross Expense Ratio | 0.44 | 1.44 | 31% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 8.451 | 7.763 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 500 | 3,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.12B | 4.12B | 100% |
| Annual Yield % from dividends | 3.71 | 2.79 | 133% |
| Returns for 1 year | 6.53 | 5.47 | 119% |
| Returns for 3 years | 21.30 | 17.76 | 120% |
| Returns for 5 years | 16.62 | 11.03 | 151% |
| Returns for 10 years | N/A | 24.28 | - |
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