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HCVCX vs OICAX
HCVCX vs OICAX Comparison
Open Charts HCVCX vs OICAX
Hartford Conservative Allocation C
Price$12.08
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets144.35M
JPMorgan Investor Conservative Growth A
Price$13.30
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets4.22B
HCVCX vs OICAX Comparison Chart in %
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HCVCX vs. OICAX commentary
Oct 21, 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: 4.22B vs. HCVCX (144M). OICAX pays higher dividends than HCVCX: OICAX (3.22) vs HCVCX (1.55). 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 : 7.59 vs. OICAX (6.27). HCVCX (14.95) and OICAX (14.34) 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 | 21 years | 29 years | - |
| Gain YTD | 9.066 | 9.498 | 95% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2000 | 500 | 400% |
| Min. Initial Investment IRA | 2000 | N/A | - |
| Net Assets | 144M | 4.22B | 3% |
| Annual Yield % from dividends | 1.55 | 3.22 | 48% |
| Returns for 1 year | 7.59 | 6.27 | 121% |
| Returns for 3 years | 31.43 | 25.71 | 122% |
| Returns for 5 years | 14.95 | 14.34 | 104% |
| Returns for 10 years | 38.91 | 31.44 | 124% |
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