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HCVAX vs OICAX
HCVAX vs OICAX Comparison
Open Charts HCVAX vs OICAX
Hartford Conservative Allocation A
Price$12.29
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets146.25M
JPMorgan Investor Conservative Growth A
Price$13.28
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets4.27B
HCVAX vs OICAX Comparison Chart in %
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HCVAX vs. OICAX commentary
Dec 05, 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 StrongBuy and OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.27B vs. HCVAX (146M). OICAX pays higher dividends than HCVAX: OICAX (3.20) vs HCVAX (2.22). HCVAX was incepted earlier than OICAX: HCVAX (22 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 : 8.46 vs. OICAX (6.09). HCVAX return over 5 years is better than : 16.71 vs. OICAX (11.00).
| HCVAX | OICAX | HCVAX / OICAX | |
| Total Expense Ratio | 1.01 | 0.94 | 107% |
| Annual Report Gross Expense Ratio | 1.01 | 0.94 | 107% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | 10.921 | 9.988 | 109% |
| Front Load | 6% | 5% | 122% |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 146M | 4.27B | 3% |
| Annual Yield % from dividends | 2.22 | 3.20 | 69% |
| Returns for 1 year | 8.46 | 6.09 | 139% |
| Returns for 3 years | 27.62 | 19.39 | 142% |
| Returns for 5 years | 16.71 | 11.00 | 152% |
| Returns for 10 years | 51.82 | 31.62 | 164% |
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