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HCVAX vs OICAX
HCVAX vs OICAX Comparison
Open Charts HCVAX vs OICAX
Hartford Conservative Allocation A
Price$12.05
Change-$0.10 (-0.82%)
VolumeN/A
Net Assets143.17M
JPMorgan Investor Conservative Growth A
Price$13.15
Change-$0.06 (-0.45%)
VolumeN/A
Net Assets4.43B
HCVAX vs OICAX Comparison Chart in %
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HCVAX vs. OICAX 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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.43B vs. HCVAX (143M). OICAX (3.21) and HCVAX (3.15) have matching dividends . HCVAX was incepted earlier than OICAX: HCVAX (22 years) vs OICAX (29 years). HCVAX (1.01) is less costly to investors than OICAX (0.93). HCVAX is a more actively managed with annual turnover of: 27.00 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 : 10.61 vs. OICAX (8.66). HCVAX return over 5 years is better than : 15.84 vs. OICAX (10.60).
| HCVAX | OICAX | HCVAX / OICAX | |
| Total Expense Ratio | 1.01 | 0.93 | 109% |
| Annual Report Gross Expense Ratio | 1.01 | 0.93 | 109% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | 1.006 | 0.978 | 103% |
| Front Load | 6% | 5% | 122% |
| 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 | 3.21 | 98% |
| Returns for 1 year | 10.61 | 8.66 | 123% |
| Returns for 3 years | 27.31 | 21.17 | 129% |
| Returns for 5 years | 15.84 | 10.60 | 149% |
| Returns for 10 years | 64.66 | 40.71 | 159% |
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