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HCVCX vs OCGCX
HCVCX vs OCGCX Comparison
Open Charts HCVCX vs OCGCX
Hartford Conservative Allocation C
Price$12.05
Change-$0.08 (-0.66%)
VolumeN/A
Net Assets146.34M
JPMorgan Investor Conservative Growth C
Price$13.12
Change-$0.09 (-0.68%)
VolumeN/A
Net Assets4.23B
HCVCX vs OCGCX Comparison Chart in %
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HCVCX vs. OCGCX 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 HCVCX is a Buy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.23B vs. HCVCX (146M). OCGCX pays higher dividends than HCVCX: OCGCX (2.74) vs HCVCX (1.54). HCVCX was incepted earlier than OCGCX: HCVCX (21 years) vs OCGCX (28 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 : 8.34 vs. OCGCX (6.83). HCVCX return over 5 years is better than : 13.41 vs. OCGCX (10.37).
| HCVCX | OCGCX | HCVCX / OCGCX | |
| Total Expense Ratio | 1.80 | 1.44 | 125% |
| Annual Report Gross Expense Ratio | 1.80 | 1.44 | 125% |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 9.248 | 9.676 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 146M | 4.23B | 3% |
| Annual Yield % from dividends | 1.54 | 2.74 | 56% |
| Returns for 1 year | 8.34 | 6.83 | 122% |
| Returns for 3 years | 27.27 | 20.69 | 132% |
| Returns for 5 years | 13.41 | 10.37 | 129% |
| Returns for 10 years | 40.44 | 26.35 | 153% |
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