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OICAX vs ONCFX
OICAX vs ONCFX Comparison
Open Charts OICAX vs ONCFX
JPMorgan Investor Conservative Growth A
Price$13.11
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets4.12B
JPMorgan Investor Conservative Growth I
Price$13.22
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets4.12B
OICAX vs ONCFX Comparison Chart in %
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OICAX vs. ONCFX commentary
Sep 08, 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 (4.12B) and ONCFX (4.12B) have equal amount of cash in the bank . ONCFX pays higher dividends than OICAX: ONCFX (3.46) vs OICAX (3.25). OICAX was incepted earlier than ONCFX: OICAX (29 years) vs ONCFX (29 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 (6.26) and OICAX (5.97) have marching annual gain over last year. ONCFX return over 5 years is better than : 15.22 vs. OICAX (13.78).
| OICAX | ONCFX | OICAX / ONCFX | |
| Total Expense Ratio | 0.94 | 0.69 | 136% |
| Annual Report Gross Expense Ratio | 0.94 | 0.69 | 136% |
| Fund Existence | 29 years | 29 years | - |
| Gain YTD | 8.072 | 8.263 | 98% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 4.12B | 4.12B | 100% |
| Annual Yield % from dividends | 3.25 | 3.46 | 94% |
| Returns for 1 year | 5.97 | 6.26 | 95% |
| Returns for 3 years | 19.50 | 20.39 | 96% |
| Returns for 5 years | 13.78 | 15.22 | 91% |
| Returns for 10 years | 30.88 | 34.25 | 90% |
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