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OCGCX vs ONCFX
OCGCX vs ONCFX Comparison
Open Charts OCGCX vs ONCFX
JPMorgan Investor Conservative Growth C
Price$12.12
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets3.9B
JPMorgan Investor Conservative Growth I
Price$12.30
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets3.9B
OCGCX vs ONCFX Comparison Chart
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OCGCX vs. ONCFX 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 ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX (3.9B) and ONCFX (3.9B) have equal amount of cash in the bank . ONCFX pays higher dividends than OCGCX: ONCFX (3.59) vs OCGCX (2.88). 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 : 5.12 vs. OCGCX (4.32). ONCFX return over 5 years is better than : 15.81 vs. OCGCX (11.58).
| 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 | -0.437 | -0.247 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 3.9B | 3.9B | 100% |
| Annual Yield % from dividends | 2.88 | 3.59 | 80% |
| Returns for 1 year | 4.32 | 5.12 | 84% |
| Returns for 3 years | 2.20 | 4.55 | 48% |
| Returns for 5 years | 11.58 | 15.81 | 73% |
| Returns for 10 years | 11.32 | 20.06 | 56% |
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