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HCVAX vs OICAX
HCVAX vs OICAX Comparison
Open Charts HCVAX vs OICAX
Hartford Conservative Allocation A
Price$12.19
Change-$0.09 (-0.73%)
VolumeN/A
Net Assets146.34M
JPMorgan Investor Conservative Growth A
Price$13.21
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets4.23B
HCVAX vs OICAX Comparison Chart in %
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HCVAX vs. OICAX 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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.23B vs. HCVAX (146M). OICAX pays higher dividends than HCVAX: OICAX (3.20) vs HCVAX (2.23). HCVAX was incepted earlier than OICAX: HCVAX (21 years) vs OICAX (29 years). HCVAX (1.01) is less costly to investors than OICAX (0.94). HCVAX is a more actively managed with annual turnover of: 29.00 vs. OICAX (11.00). HCVAX initial investment is less costly to investors than OICAX (5%) vs OICAX (5%). OICAX has a lower initial minimum investment than HCVAX: OICAX (500) vs HCVAX (2000). HCVAX annual gain was more profitable for investors over the last year : 9.18 vs. OICAX (6.85). HCVAX return over 5 years is better than : 17.79 vs. OICAX (12.41).
| HCVAX | OICAX | HCVAX / OICAX | |
| Total Expense Ratio | 1.01 | 0.94 | 107% |
| Annual Report Gross Expense Ratio | 1.01 | 0.94 | 107% |
| Fund Existence | 21 years | 29 years | - |
| Gain YTD | 10.018 | 9.409 | 106% |
| Front Load | 6% | 5% | 122% |
| 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 | 3.20 | 70% |
| Returns for 1 year | 9.18 | 6.85 | 134% |
| Returns for 3 years | 30.36 | 22.04 | 138% |
| Returns for 5 years | 17.79 | 12.41 | 143% |
| Returns for 10 years | 50.89 | 31.76 | 160% |
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