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HCVCX vs OICAX
HCVCX vs OICAX Comparison
Open Charts HCVCX vs OICAX
Hartford Conservative Allocation C
Price$12.20
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets145.24M
JPMorgan Investor Conservative Growth A
Price$13.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.34B
HCVCX vs OICAX Comparison Chart in %
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HCVCX vs. OICAX commentary
Dec 27, 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 Hold and OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.34B vs. HCVCX (145M). OICAX pays higher dividends than HCVCX: OICAX (3.20) vs HCVCX (1.53). HCVCX was incepted earlier than OICAX: HCVCX (22 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 : 9.98 vs. OICAX (8.90). HCVCX (12.14) and OICAX (11.89) have equivalent 5 years return.
| HCVCX | OICAX | HCVCX / OICAX | |
| Total Expense Ratio | 1.80 | 0.94 | 191% |
| Annual Report Gross Expense Ratio | 1.80 | 0.94 | 191% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | 10.607 | 9.326 | 114% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 145M | 4.34B | 3% |
| Annual Yield % from dividends | 1.53 | 3.20 | 48% |
| Returns for 1 year | 9.98 | 8.90 | 112% |
| Returns for 3 years | 28.47 | 25.38 | 112% |
| Returns for 5 years | 12.14 | 11.89 | 102% |
| Returns for 10 years | 45.20 | 35.22 | 128% |
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