Interact to see
Advertisement
Advertisement
OCGCX vs ONCFX
OCGCX vs ONCFX Comparison
Open Charts OCGCX vs ONCFX
JPMorgan Investor Conservative Growth C
Price$12.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.89B
JPMorgan Investor Conservative Growth I
Price$12.61
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets3.89B
OCGCX vs ONCFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OCGCX vs. ONCFX commentary
May 26, 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 (3.89B) and ONCFX (3.89B) have equal amount of cash in the bank . ONCFX pays higher dividends than OCGCX: ONCFX (3.60) vs OCGCX (2.90). OCGCX was incepted earlier than ONCFX: OCGCX (28 years) vs ONCFX (28 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 : 5.11 vs. OCGCX (4.31). ONCFX return over 5 years is better than : 16.55 vs. OCGCX (12.31).
| 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 | 28 years | - |
| Gain YTD | 2.002 | 2.222 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 3.89B | 3.89B | 100% |
| Annual Yield % from dividends | 2.90 | 3.60 | 81% |
| Returns for 1 year | 4.31 | 5.11 | 84% |
| Returns for 3 years | 8.64 | 11.07 | 78% |
| Returns for 5 years | 12.31 | 16.55 | 74% |
| Returns for 10 years | 14.28 | 23.29 | 61% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement