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HCVCX vs OCGCX
HCVCX vs OCGCX Comparison
Open Charts HCVCX vs OCGCX
Hartford Conservative Allocation C
Price$11.98
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets143.17M
JPMorgan Investor Conservative Growth C
Price$13.07
Change-$0.05 (-0.38%)
VolumeN/A
Net Assets4.43B
HCVCX vs OCGCX Comparison Chart in %
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HCVCX vs. OCGCX 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 HCVCX is a Hold and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.43B vs. HCVCX (143M). OCGCX pays higher dividends than HCVCX: OCGCX (2.74) vs HCVCX (2.39). HCVCX was incepted earlier than OCGCX: HCVCX (22 years) vs OCGCX (29 years). HCVCX (1.80) is less costly to investors than OCGCX (1.42). HCVCX is a more actively managed with annual turnover of: 27.00 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 : 9.74 vs. OCGCX (8.13). HCVCX return over 5 years is better than : 11.32 vs. OCGCX (7.97).
| HCVCX | OCGCX | HCVCX / OCGCX | |
| Total Expense Ratio | 1.80 | 1.42 | 127% |
| Annual Report Gross Expense Ratio | 1.80 | 1.42 | 127% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | 0.927 | 0.940 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 143M | 4.43B | 3% |
| Annual Yield % from dividends | 2.39 | 2.74 | 87% |
| Returns for 1 year | 9.74 | 8.13 | 120% |
| Returns for 3 years | 24.36 | 19.43 | 125% |
| Returns for 5 years | 11.32 | 7.97 | 142% |
| Returns for 10 years | 52.97 | 33.77 | 157% |
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