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OICAX vs ONCFX
OICAX vs ONCFX Comparison
Open Charts OICAX vs ONCFX
JPMorgan Investor Conservative Growth A
Price$12.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.89B
JPMorgan Investor Conservative Growth I
Price$12.61
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets3.89B
OICAX vs ONCFX Comparison Chart
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OICAX vs. ONCFX commentary
May 25, 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 (3.89B) and ONCFX (3.89B) have equal amount of cash in the bank . ONCFX pays higher dividends than OICAX: ONCFX (3.60) vs OICAX (3.39). 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 (5.11) and OICAX (4.89) have marching annual gain over last year. ONCFX return over 5 years is better than : 16.55 vs. OICAX (15.20).
| 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 | 2.158 | 2.222 | 97% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 3.89B | 3.89B | 100% |
| Annual Yield % from dividends | 3.39 | 3.60 | 94% |
| Returns for 1 year | 4.89 | 5.11 | 96% |
| Returns for 3 years | 10.27 | 11.07 | 93% |
| Returns for 5 years | 15.20 | 16.55 | 92% |
| Returns for 10 years | 20.23 | 23.29 | 87% |
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