Ad is loading...
JFLJX vs OCGCX
JFLJX vs OCGCX Comparison
Open Charts JFLJX vs OCGCX
JPMorgan Investor Conservative Growth R6
Price$12.55
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets3.93B
JPMorgan Investor Conservative Growth C
Price$12.38
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets3.93B
JFLJX vs OCGCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JFLJX vs. OCGCX commentary
May 11, 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 (3.93B) and OCGCX (3.93B) have equal amount of cash in the bank . JFLJX pays higher dividends than OCGCX: JFLJX (3.86) vs OCGCX (2.90). 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 : 5.21 vs. OCGCX (4.06). JFLJX return over 5 years is better than : 18.35 vs. OCGCX (12.69).
| 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 | 1.902 | 1.592 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 500 | 3,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 3.93B | 100% |
| Annual Yield % from dividends | 3.86 | 2.90 | 133% |
| Returns for 1 year | 5.21 | 4.06 | 128% |
| Returns for 3 years | 11.88 | 8.65 | 137% |
| Returns for 5 years | 18.35 | 12.69 | 145% |
| Returns for 10 years | N/A | 14.00 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...