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HCVTX vs OCGCX
HCVTX vs OCGCX Comparison
Open Charts HCVTX vs OCGCX
Hartford Conservative Allocation R5
Price$12.29
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets146.25M
JPMorgan Investor Conservative Growth C
Price$13.19
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets4.26B
HCVTX vs OCGCX Comparison Chart in %
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HCVTX vs. OCGCX 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 HCVTX is a StrongBuy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.26B vs. HCVTX (146M). OCGCX pays higher dividends than HCVTX: OCGCX (2.74) vs HCVTX (2.48). HCVTX was incepted earlier than OCGCX: HCVTX (19 years) vs OCGCX (28 years). OCGCX (1.44) is less costly to investors than HCVTX (0.75). HCVTX is a more actively managed with annual turnover of: 29.00 vs. OCGCX (11.00). HCVTX has a lower initial minimum investment than OCGCX: HCVTX (0) vs OCGCX (500). HCVTX annual gain was more profitable for investors over the last year : 8.68 vs. OCGCX (5.55). HCVTX return over 5 years is better than : 17.96 vs. OCGCX (8.36).
| HCVTX | OCGCX | HCVTX / OCGCX | |
| Total Expense Ratio | 0.75 | 1.44 | 52% |
| Annual Report Gross Expense Ratio | 0.75 | 1.44 | 52% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | 11.121 | 9.593 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 4.26B | 3% |
| Annual Yield % from dividends | 2.48 | 2.74 | 91% |
| Returns for 1 year | 8.68 | 5.55 | 156% |
| Returns for 3 years | 28.40 | 17.67 | 161% |
| Returns for 5 years | 17.96 | 8.36 | 215% |
| Returns for 10 years | 55.59 | 24.99 | 222% |
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