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HCVTX vs ONCFX
HCVTX vs ONCFX Comparison
Open Charts HCVTX vs ONCFX
Hartford Conservative Allocation R5
Price$12.22
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets144.35M
JPMorgan Investor Conservative Growth I
Price$13.41
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets4.22B
HCVTX vs ONCFX Comparison Chart in %
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HCVTX vs. ONCFX 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 HCVTX is a Hold and ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 4.22B vs. HCVTX (144M). ONCFX pays higher dividends than HCVTX: ONCFX (3.43) vs HCVTX (2.52). HCVTX was incepted earlier than ONCFX: HCVTX (19 years) vs ONCFX (29 years). HCVTX (0.75) is less costly to investors than ONCFX (0.69). HCVTX is a more actively managed with annual turnover of: 29.00 vs. ONCFX (11.00). HCVTX has a lower initial minimum investment than ONCFX: HCVTX (0) vs ONCFX (1000000). HCVTX annual gain was more profitable for investors over the last year : 8.75 vs. ONCFX (6.56). HCVTX return over 5 years is better than : 20.74 vs. ONCFX (15.77).
| HCVTX | ONCFX | HCVTX / ONCFX | |
| Total Expense Ratio | 0.75 | 0.69 | 109% |
| Annual Report Gross Expense Ratio | 0.75 | 0.69 | 109% |
| Fund Existence | 19 years | 29 years | - |
| Gain YTD | 10.036 | 9.702 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 144M | 4.22B | 3% |
| Annual Yield % from dividends | 2.52 | 3.43 | 73% |
| Returns for 1 year | 8.75 | 6.56 | 133% |
| Returns for 3 years | 35.65 | 26.60 | 134% |
| Returns for 5 years | 20.74 | 15.77 | 132% |
| Returns for 10 years | 52.98 | 34.72 | 153% |
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