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HCVCX vs OICAX
HCVCX vs OICAX Comparison
Open Charts HCVCX vs OICAX
Hartford Conservative Allocation C
Price$12.05
Change-$0.08 (-0.66%)
VolumeN/A
Net Assets146.34M
JPMorgan Investor Conservative Growth A
Price$13.21
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets4.23B
HCVCX vs OICAX Comparison Chart in %
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HCVCX vs. OICAX 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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.23B vs. HCVCX (146M). OICAX pays higher dividends than HCVCX: OICAX (3.20) vs HCVCX (1.54). HCVCX was incepted earlier than OICAX: HCVCX (21 years) vs OICAX (29 years). HCVCX (1.80) is less costly to investors than OICAX (0.94). HCVCX is a more actively managed with annual turnover of: 29.00 vs. OICAX (11.00). OICAX has a lower initial minimum investment than HCVCX: OICAX (500) vs HCVCX (2000). HCVCX annual gain was more profitable for investors over the last year : 8.34 vs. OICAX (6.85). HCVCX return over 5 years is better than : 13.41 vs. OICAX (12.41).
| HCVCX | OICAX | HCVCX / OICAX | |
| Total Expense Ratio | 1.80 | 0.94 | 191% |
| Annual Report Gross Expense Ratio | 1.80 | 0.94 | 191% |
| Fund Existence | 21 years | 29 years | - |
| Gain YTD | 9.248 | 9.409 | 98% |
| Front Load | N/A | 5% | - |
| 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 | 3.20 | 48% |
| Returns for 1 year | 8.34 | 6.85 | 122% |
| Returns for 3 years | 27.27 | 22.04 | 124% |
| Returns for 5 years | 13.41 | 12.41 | 108% |
| Returns for 10 years | 40.44 | 31.76 | 127% |
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