Interact to see
Advertisement
Advertisement
HCVTX vs OCGCX
HCVTX vs OCGCX Comparison
Open Charts HCVTX vs OCGCX
Hartford Conservative Allocation R5
Price$12.20
Change-$0.08 (-0.65%)
VolumeN/A
Net Assets146.34M
JPMorgan Investor Conservative Growth C
Price$13.12
Change-$0.09 (-0.68%)
VolumeN/A
Net Assets4.23B
HCVTX vs OCGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HCVTX vs. OCGCX commentary
Nov 15, 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 Buy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.23B vs. HCVTX (146M). OCGCX pays higher dividends than HCVTX: OCGCX (2.74) vs HCVTX (2.50). 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 : 9.49 vs. OCGCX (6.27). HCVTX return over 5 years is better than : 19.14 vs. OCGCX (9.62).
| 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 | 10.307 | 8.929 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 4.23B | 3% |
| Annual Yield % from dividends | 2.50 | 2.74 | 91% |
| Returns for 1 year | 9.49 | 6.27 | 151% |
| Returns for 3 years | 31.39 | 20.17 | 156% |
| Returns for 5 years | 19.14 | 9.62 | 199% |
| Returns for 10 years | 54.76 | 24.99 | 219% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ZEMAX | 14.92 | -0.16 | -1.06% |
| American Beacon Ninety One Emr Mkts Eq Y | |||
| MEMCX | 38.72 | -0.44 | -1.12% |
| MFS Emerging Markets Equity C | |||
| BGIFX | 15.23 | -0.20 | -1.31% |
| Baillie Gifford International Alpha 3 | |||
| PCLCX | 19.76 | -0.46 | -2.27% |
| PACE Large Co Growth Equity P | |||
| SLCGX | 34.32 | -0.85 | -2.42% |
| Saratoga Large Capitalization Growth I | |||