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OCGCX vs ONCFX
OCGCX vs ONCFX Comparison
Open Charts OCGCX vs ONCFX
JPMorgan Investor Conservative Growth C
Price$12.57
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets3.92B
JPMorgan Investor Conservative Growth I
Price$12.76
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets3.92B
OCGCX vs ONCFX Comparison Chart
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OCGCX vs. ONCFX commentary
Jun 15, 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 (3.93B) and ONCFX (3.93B) have equal amount of cash in the bank . ONCFX pays higher dividends than OCGCX: ONCFX (3.57) vs OCGCX (2.87). 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 : 5.17 vs. OCGCX (4.29). ONCFX return over 5 years is better than : 15.64 vs. OCGCX (11.34).
| 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 | 3.349 | 3.698 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 3.93B | 3.93B | 100% |
| Annual Yield % from dividends | 2.87 | 3.57 | 81% |
| Returns for 1 year | 4.29 | 5.17 | 83% |
| Returns for 3 years | 14.30 | 16.97 | 84% |
| Returns for 5 years | 11.34 | 15.64 | 72% |
| Returns for 10 years | 16.27 | 25.57 | 64% |
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