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JFLJX vs OCGCX
JFLJX vs OCGCX Comparison
Open Charts JFLJX vs OCGCX
JPMorgan Investor Conservative Growth R6
Price$12.29
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets3.9B
JPMorgan Investor Conservative Growth C
Price$12.12
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets3.9B
JFLJX vs OCGCX Comparison Chart
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JFLJX vs. OCGCX 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 JFLJX is a Hold and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
JFLJX (3.9B) and OCGCX (3.9B) have equal amount of cash in the bank . JFLJX pays higher dividends than OCGCX: JFLJX (3.84) vs OCGCX (2.88). 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 : 5.39 vs. OCGCX (4.32). JFLJX return over 5 years is better than : 17.19 vs. OCGCX (11.58).
| 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 | -0.185 | -0.437 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 500 | 3,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 3.9B | 100% |
| Annual Yield % from dividends | 3.84 | 2.88 | 133% |
| Returns for 1 year | 5.39 | 4.32 | 125% |
| Returns for 3 years | 5.22 | 2.20 | 238% |
| Returns for 5 years | 17.19 | 11.58 | 148% |
| Returns for 10 years | N/A | 11.32 | - |
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