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HCVAX vs OCGCX
HCVAX vs OCGCX Comparison
Open Charts HCVAX vs OCGCX
Hartford Conservative Allocation A
Price$12.19
Change-$0.09 (-0.73%)
VolumeN/A
Net Assets146.34M
JPMorgan Investor Conservative Growth C
Price$13.12
Change-$0.09 (-0.68%)
VolumeN/A
Net Assets4.23B
HCVAX vs OCGCX Comparison Chart in %
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HCVAX vs. OCGCX commentary
Nov 14, 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 HCVAX is a Buy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.23B vs. HCVAX (146M). OCGCX pays higher dividends than HCVAX: OCGCX (2.74) vs HCVAX (2.23). HCVAX was incepted earlier than OCGCX: HCVAX (21 years) vs OCGCX (28 years). OCGCX (1.44) is less costly to investors than HCVAX (1.01). HCVAX is a more actively managed with annual turnover of: 29.00 vs. OCGCX (11.00). OCGCX has a lower initial minimum investment than HCVAX: OCGCX (500) vs HCVAX (2000). HCVAX annual gain was more profitable for investors over the last year : 9.18 vs. OCGCX (6.83). HCVAX return over 5 years is better than : 17.79 vs. OCGCX (10.37).
| HCVAX | OCGCX | HCVAX / OCGCX | |
| Total Expense Ratio | 1.01 | 1.44 | 70% |
| Annual Report Gross Expense Ratio | 1.01 | 1.44 | 70% |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 10.018 | 9.676 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 146M | 4.23B | 3% |
| Annual Yield % from dividends | 2.23 | 2.74 | 81% |
| Returns for 1 year | 9.18 | 6.83 | 134% |
| Returns for 3 years | 30.36 | 20.69 | 147% |
| Returns for 5 years | 17.79 | 10.37 | 172% |
| Returns for 10 years | 50.89 | 26.35 | 193% |
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