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HCVAX vs OCGCX
HCVAX vs OCGCX Comparison
Open Charts HCVAX vs OCGCX
Hartford Conservative Allocation A
Price$12.36
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets145.31M
JPMorgan Investor Conservative Growth C
Price$13.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.35B
HCVAX vs OCGCX Comparison Chart in %
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HCVAX vs. OCGCX commentary
Dec 27, 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 Hold and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.35B vs. HCVAX (145M). OCGCX pays higher dividends than HCVAX: OCGCX (2.74) vs HCVAX (2.22). HCVAX was incepted earlier than OCGCX: HCVAX (22 years) vs OCGCX (29 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 : 10.89 vs. OCGCX (8.29). HCVAX return over 5 years is better than : 16.47 vs. OCGCX (9.15).
| HCVAX | OCGCX | HCVAX / OCGCX | |
| Total Expense Ratio | 1.01 | 1.44 | 70% |
| Annual Report Gross Expense Ratio | 1.01 | 1.44 | 70% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | 11.552 | 8.846 | 131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 145M | 4.35B | 3% |
| Annual Yield % from dividends | 2.22 | 2.74 | 81% |
| Returns for 1 year | 10.89 | 8.29 | 131% |
| Returns for 3 years | 32.05 | 23.95 | 134% |
| Returns for 5 years | 16.47 | 9.15 | 180% |
| Returns for 10 years | 55.38 | 28.21 | 196% |
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