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HCVAX vs OCGCX
HCVAX vs OCGCX Comparison
Open Charts HCVAX vs OCGCX
Hartford Conservative Allocation A
Price$12.05
Change-$0.10 (-0.82%)
VolumeN/A
Net Assets143.17M
JPMorgan Investor Conservative Growth C
Price$13.07
Change-$0.05 (-0.38%)
VolumeN/A
Net Assets4.43B
HCVAX vs OCGCX Comparison Chart in %
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HCVAX vs. OCGCX commentary
Feb 05, 2026
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 Hold and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.43B vs. HCVAX (143M). HCVAX pays higher dividends than OCGCX: HCVAX (3.15) vs OCGCX (2.74). HCVAX was incepted earlier than OCGCX: HCVAX (22 years) vs OCGCX (29 years). OCGCX (1.42) is less costly to investors than HCVAX (1.01). HCVAX is a more actively managed with annual turnover of: 27.00 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 : 10.61 vs. OCGCX (8.13). HCVAX return over 5 years is better than : 15.84 vs. OCGCX (7.97).
| HCVAX | OCGCX | HCVAX / OCGCX | |
| Total Expense Ratio | 1.01 | 1.42 | 71% |
| Annual Report Gross Expense Ratio | 1.01 | 1.42 | 71% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | 1.006 | 0.940 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 143M | 4.43B | 3% |
| Annual Yield % from dividends | 3.15 | 2.74 | 115% |
| Returns for 1 year | 10.61 | 8.13 | 131% |
| Returns for 3 years | 27.31 | 19.43 | 141% |
| Returns for 5 years | 15.84 | 7.97 | 199% |
| Returns for 10 years | 64.66 | 33.77 | 191% |
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