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HCVCX vs OICAX
HCVCX vs OICAX Comparison
Open Charts HCVCX vs OICAX
Hartford Conservative Allocation C
Price$12.14
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets146.25M
JPMorgan Investor Conservative Growth A
Price$13.28
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets4.27B
HCVCX vs OICAX Comparison Chart in %
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HCVCX vs. OICAX commentary
Dec 05, 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 StrongBuy and OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.27B vs. HCVCX (146M). 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 : 7.63 vs. OICAX (6.09). HCVCX return over 5 years is better than : 12.36 vs. OICAX (11.00).
| 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 | 10.063 | 9.988 | 101% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 146M | 4.27B | 3% |
| Annual Yield % from dividends | 1.53 | 3.20 | 48% |
| Returns for 1 year | 7.63 | 6.09 | 125% |
| Returns for 3 years | 24.46 | 19.39 | 126% |
| Returns for 5 years | 12.36 | 11.00 | 112% |
| Returns for 10 years | 41.34 | 31.62 | 131% |
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