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HCVTX vs OCGCX
HCVTX vs OCGCX Comparison
Open Charts HCVTX vs OCGCX
Hartford Conservative Allocation R5
Price$12.02
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets142.94M
JPMorgan Investor Conservative Growth C
Price$13.06
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets4.43B
HCVTX vs OCGCX Comparison Chart in %
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HCVTX vs. OCGCX commentary
Feb 05, 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 HCVTX is a Hold and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.43B vs. HCVTX (143M). HCVTX pays higher dividends than OCGCX: HCVTX (3.46) vs OCGCX (2.74). HCVTX was incepted earlier than OCGCX: HCVTX (19 years) vs OCGCX (29 years). OCGCX (1.42) is less costly to investors than HCVTX (0.75). HCVTX is a more actively managed with annual turnover of: 27.00 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 : 10.37 vs. OCGCX (7.61). HCVTX return over 5 years is better than : 16.97 vs. OCGCX (7.73).
| HCVTX | OCGCX | HCVTX / OCGCX | |
| Total Expense Ratio | 0.75 | 1.42 | 53% |
| Annual Report Gross Expense Ratio | 0.75 | 1.42 | 53% |
| Fund Existence | 19 years | 29 years | - |
| Gain YTD | 1.008 | 0.863 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 4.43B | 3% |
| Annual Yield % from dividends | 3.46 | 2.74 | 126% |
| Returns for 1 year | 10.37 | 7.61 | 136% |
| Returns for 3 years | 28.20 | 19.33 | 146% |
| Returns for 5 years | 16.97 | 7.73 | 220% |
| Returns for 10 years | 68.78 | 33.67 | 204% |
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