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OICAX vs ONCFX
OICAX vs ONCFX Comparison
Open Charts OICAX vs ONCFX
JPMorgan Investor Conservative Growth A
Price$12.60
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets4.04B
JPMorgan Investor Conservative Growth I
Price$12.70
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets4.04B
OICAX vs ONCFX Comparison Chart
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OICAX vs. ONCFX commentary
Mar 04, 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 OICAX is a Hold and ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX (4.04B) and ONCFX (4.04B) have equal amount of cash in the bank . ONCFX pays higher dividends than OICAX: ONCFX (2.99) vs OICAX (2.77). OICAX was incepted earlier than ONCFX: OICAX (28 years) vs ONCFX (28 years). OICAX (5.00) and ONCFX (5.00) have comparable annual turnover. OICAX has a lower initial minimum investment than ONCFX: OICAX (500) vs ONCFX (1000000). ONCFX (6.26) and OICAX (6.05) have marching annual gain over last year. ONCFX return over 5 years is better than : 13.59 vs. OICAX (12.16).
| OICAX | ONCFX | OICAX / ONCFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 2.378 | 2.399 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 4.04B | 4.04B | 100% |
| Annual Yield % from dividends | 2.77 | 2.99 | 93% |
| Returns for 1 year | 6.05 | 6.26 | 97% |
| Returns for 3 years | 4.37 | 5.15 | 85% |
| Returns for 5 years | 12.16 | 13.59 | 89% |
| Returns for 10 years | 21.59 | 24.57 | 88% |
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