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OCGCX vs OICAX
OCGCX vs OICAX Comparison
Open Charts OCGCX vs OICAX
JPMorgan Investor Conservative Growth C
Price$12.12
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets3.9B
JPMorgan Investor Conservative Growth A
Price$12.20
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets3.9B
OCGCX vs OICAX Comparison Chart
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OCGCX vs. OICAX 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 OCGCX is a Hold and OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX (3.9B) and OICAX (3.9B) have equal amount of cash in the bank . OICAX pays higher dividends than OCGCX: OICAX (3.36) vs OCGCX (2.88). OCGCX was incepted earlier than OICAX: OCGCX (28 years) vs OICAX (28 years). OCGCX (1.44) is less costly to investors than OICAX (0.94). OCGCX (8.00) and OICAX (8.00) have comparable annual turnover. OCGCX (500) and OICAX (500) have matching initial minimum investment requirements. OICAX annual gain was more profitable for investors over the last year : 4.82 vs. OCGCX (4.32). OICAX return over 5 years is better than : 14.26 vs. OCGCX (11.58).
| OCGCX | OICAX | OCGCX / OICAX | |
| Total Expense Ratio | 1.44 | 0.94 | 153% |
| Annual Report Gross Expense Ratio | 1.44 | 0.94 | 153% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | -0.437 | -0.391 | 112% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 500 | 500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 3.9B | 100% |
| Annual Yield % from dividends | 2.88 | 3.36 | 86% |
| Returns for 1 year | 4.32 | 4.82 | 90% |
| Returns for 3 years | 2.20 | 3.67 | 60% |
| Returns for 5 years | 11.58 | 14.26 | 81% |
| Returns for 10 years | 11.32 | 17.06 | 66% |
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