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OICAX vs ONCFX
OICAX vs ONCFX Comparison
Open Charts OICAX vs ONCFX
JPMorgan Investor Conservative Growth A
Price$12.20
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets3.9B
JPMorgan Investor Conservative Growth I
Price$12.30
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets3.9B
OICAX vs ONCFX Comparison Chart
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OICAX 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 OICAX is a Hold and ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX (3.9B) and ONCFX (3.9B) have equal amount of cash in the bank . ONCFX pays higher dividends than OICAX: ONCFX (3.59) vs OICAX (3.36). OICAX was incepted earlier than ONCFX: OICAX (28 years) vs ONCFX (28 years). OICAX (0.94) is less costly to investors than ONCFX (0.69). OICAX (8.00) and ONCFX (8.00) have comparable annual turnover. OICAX has a lower initial minimum investment than ONCFX: OICAX (500) vs ONCFX (1000000). ONCFX annual gain was more profitable for investors over the last year : 5.12 vs. OICAX (4.82). ONCFX return over 5 years is better than : 15.81 vs. OICAX (14.26).
| OICAX | ONCFX | OICAX / ONCFX | |
| Total Expense Ratio | 0.94 | 0.69 | 136% |
| Annual Report Gross Expense Ratio | 0.94 | 0.69 | 136% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | -0.391 | -0.247 | 158% |
| Front Load | 5% | 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 | 3.36 | 3.59 | 94% |
| Returns for 1 year | 4.82 | 5.12 | 94% |
| Returns for 3 years | 3.67 | 4.55 | 81% |
| Returns for 5 years | 14.26 | 15.81 | 90% |
| Returns for 10 years | 17.06 | 20.06 | 85% |
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