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OCGCX vs ONCFX
OCGCX vs ONCFX Comparison
Open Charts OCGCX vs ONCFX
JPMorgan Investor Conservative Growth C
Price$12.77
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets4.03B
JPMorgan Investor Conservative Growth I
Price$12.95
Change-$0.05 (-0.38%)
VolumeN/A
Net Assets4.03B
OCGCX vs ONCFX Comparison Chart in %
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OCGCX vs. ONCFX commentary
Aug 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 OCGCX is a Hold and ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX (4.03B) and ONCFX (4.03B) have equal amount of cash in the bank . ONCFX pays higher dividends than OCGCX: ONCFX (3.53) vs OCGCX (2.85). OCGCX was incepted earlier than ONCFX: OCGCX (28 years) vs ONCFX (29 years). OCGCX (1.44) is less costly to investors than ONCFX (0.69). OCGCX (8.00) and ONCFX (8.00) have comparable annual turnover. OCGCX has a lower initial minimum investment than ONCFX: OCGCX (500) vs ONCFX (1000000). ONCFX annual gain was more profitable for investors over the last year : 5.48 vs. OCGCX (4.76). ONCFX return over 5 years is better than : 14.10 vs. OCGCX (9.91).
| OCGCX | ONCFX | OCGCX / ONCFX | |
| Total Expense Ratio | 1.44 | 0.69 | 209% |
| Annual Report Gross Expense Ratio | 1.44 | 0.69 | 209% |
| Fund Existence | 28 years | 29 years | - |
| Gain YTD | 5.544 | 5.933 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 4.03B | 4.03B | 100% |
| Annual Yield % from dividends | 2.85 | 3.53 | 81% |
| Returns for 1 year | 4.76 | 5.48 | 87% |
| Returns for 3 years | 11.14 | 13.73 | 81% |
| Returns for 5 years | 9.91 | 14.10 | 70% |
| Returns for 10 years | 18.91 | 28.32 | 67% |
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