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HCVIX vs OCGCX
HCVIX vs OCGCX Comparison
Open Charts HCVIX vs OCGCX
Hartford Conservative Allocation I
Price$12.05
Change-$0.12 (-0.99%)
VolumeN/A
Net Assets142.86M
JPMorgan Investor Conservative Growth C
Price$13.07
Change-$0.05 (-0.38%)
VolumeN/A
Net Assets4.43B
HCVIX vs OCGCX Comparison Chart in %
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HCVIX vs. OCGCX commentary
Feb 04, 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 HCVIX is a Hold and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.43B vs. HCVIX (143M). HCVIX pays higher dividends than OCGCX: HCVIX (3.45) vs OCGCX (2.74). HCVIX was incepted earlier than OCGCX: HCVIX (19 years) vs OCGCX (29 years). OCGCX (1.42) is less costly to investors than HCVIX (0.74). HCVIX is a more actively managed with annual turnover of: 27.00 vs. OCGCX (11.00). OCGCX has a lower initial minimum investment than HCVIX: OCGCX (500) vs HCVIX (2000). HCVIX annual gain was more profitable for investors over the last year : 10.94 vs. OCGCX (8.13). HCVIX return over 5 years is better than : 17.39 vs. OCGCX (7.97).
| HCVIX | OCGCX | HCVIX / OCGCX | |
| Total Expense Ratio | 0.74 | 1.42 | 52% |
| Annual Report Gross Expense Ratio | 0.74 | 1.42 | 52% |
| Fund Existence | 19 years | 29 years | - |
| Gain YTD | 1.006 | 0.940 | 107% |
| 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 | 3.45 | 2.74 | 126% |
| Returns for 1 year | 10.94 | 8.13 | 135% |
| Returns for 3 years | 28.37 | 19.43 | 146% |
| Returns for 5 years | 17.39 | 7.97 | 218% |
| Returns for 10 years | 68.60 | 33.77 | 203% |
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