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HCVCX vs OCGCX
HCVCX vs OCGCX Comparison
Open Charts HCVCX vs OCGCX
Hartford Conservative Allocation C
Price$11.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets144.47M
JPMorgan Investor Conservative Growth C
Price$13.09
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.39B
HCVCX vs OCGCX Comparison Chart in %
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HCVCX vs. OCGCX commentary
Jan 16, 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 HCVCX is a Hold and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.39B vs. HCVCX (144M). OCGCX pays higher dividends than HCVCX: OCGCX (2.75) vs HCVCX (2.42). HCVCX was incepted earlier than OCGCX: HCVCX (22 years) vs OCGCX (29 years). HCVCX (1.80) is less costly to investors than OCGCX (1.44). HCVCX is a more actively managed with annual turnover of: 29.00 vs. OCGCX (11.00). OCGCX has a lower initial minimum investment than HCVCX: OCGCX (500) vs HCVCX (2000). HCVCX annual gain was more profitable for investors over the last year : 12.04 vs. OCGCX (10.06). HCVCX return over 5 years is better than : 11.89 vs. OCGCX (8.63).
| HCVCX | OCGCX | HCVCX / OCGCX | |
| Total Expense Ratio | 1.80 | 1.44 | 125% |
| Annual Report Gross Expense Ratio | 1.80 | 1.44 | 125% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | 0.927 | 0.925 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 144M | 4.39B | 3% |
| Annual Yield % from dividends | 2.42 | 2.75 | 88% |
| Returns for 1 year | 12.04 | 10.06 | 120% |
| Returns for 3 years | 25.71 | 20.89 | 123% |
| Returns for 5 years | 11.89 | 8.63 | 138% |
| Returns for 10 years | 52.80 | 33.58 | 157% |
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