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OICAX vs ONCFX
OICAX vs ONCFX Comparison
Open Charts OICAX vs ONCFX
JPMorgan Investor Conservative Growth A
Price$12.52
Change+$0.01 (+0.08%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth I
Price$12.63
Change+$0.02 (+0.16%)
VolumeN/A
CapitalizationN/A
OICAX vs ONCFX Comparison Chart
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OICAX vs. ONCFX commentary
Dec 28, 2024
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 (3.96B) and ONCFX (3.96B) 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 annual gain was more profitable for investors over the last year : 5.80 vs. OICAX (5.42). ONCFX return over 5 years is better than : 12.33 vs. OICAX (10.90).
| 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 | 5.775 | 6.051 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 3.96B | 3.96B | 100% |
| Annual Yield % from dividends | 2.77 | 2.99 | 93% |
| Returns for 1 year | 5.42 | 5.80 | 93% |
| Returns for 3 years | -2.59 | -1.80 | 143% |
| Returns for 5 years | 10.90 | 12.33 | 88% |
| Returns for 10 years | 19.60 | 22.71 | 86% |
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