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OICAX vs ONCFX
OICAX vs ONCFX Comparison
Open Charts OICAX vs ONCFX
JPMorgan Investor Conservative Growth A
Price$12.65
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets3.92B
JPMorgan Investor Conservative Growth I
Price$12.76
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets3.92B
OICAX vs ONCFX Comparison Chart
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OICAX vs. ONCFX commentary
Jun 16, 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 (3.93B) and ONCFX (3.93B) have equal amount of cash in the bank . ONCFX pays higher dividends than OICAX: ONCFX (3.57) vs OICAX (3.35). 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 annual gain was more profitable for investors over the last year : 5.17 vs. OICAX (4.87). ONCFX return over 5 years is better than : 15.64 vs. OICAX (14.11).
| 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 | 3.542 | 3.698 | 96% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 3.93B | 3.93B | 100% |
| Annual Yield % from dividends | 3.35 | 3.57 | 94% |
| Returns for 1 year | 4.87 | 5.17 | 94% |
| Returns for 3 years | 16.09 | 16.97 | 95% |
| Returns for 5 years | 14.11 | 15.64 | 90% |
| Returns for 10 years | 22.37 | 25.57 | 87% |
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