Interact to see
Advertisement
Advertisement
OICAX vs ONCFX
OICAX vs ONCFX Comparison
Open Charts OICAX vs ONCFX
JPMorgan Investor Conservative Growth A
Price$13.21
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets4.23B
JPMorgan Investor Conservative Growth I
Price$13.32
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets4.23B
OICAX vs ONCFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OICAX vs. ONCFX commentary
Nov 14, 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 OICAX is a Hold and ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX (4.23B) and ONCFX (4.23B) have equal amount of cash in the bank . ONCFX pays higher dividends than OICAX: ONCFX (3.41) vs OICAX (3.20). OICAX was incepted earlier than ONCFX: OICAX (29 years) vs ONCFX (29 years). OICAX (0.94) is less costly to investors than ONCFX (0.69). OICAX (11.00) and ONCFX (11.00) have comparable annual turnover. OICAX has a lower initial minimum investment than ONCFX: OICAX (500) vs ONCFX (1000000). ONCFX (7.13) and OICAX (6.85) have marching annual gain over last year. ONCFX return over 5 years is better than : 13.83 vs. OICAX (12.41).
| OICAX | ONCFX | OICAX / ONCFX | |
| Total Expense Ratio | 0.94 | 0.69 | 136% |
| Annual Report Gross Expense Ratio | 0.94 | 0.69 | 136% |
| Fund Existence | 29 years | 29 years | - |
| Gain YTD | 9.409 | 9.637 | 98% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 4.23B | 4.23B | 100% |
| Annual Yield % from dividends | 3.20 | 3.41 | 94% |
| Returns for 1 year | 6.85 | 7.13 | 96% |
| Returns for 3 years | 22.04 | 23.05 | 96% |
| Returns for 5 years | 12.41 | 13.83 | 90% |
| Returns for 10 years | 31.76 | 35.05 | 91% |
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 % |
| SIICX | 16.16 | -0.02 | -0.12% |
| AlphaCentric Real Income C | |||
| HDAVX | 18.78 | -0.16 | -0.84% |
| Janus Henderson International Div A | |||
| MEMRX | 38.02 | -0.44 | -1.14% |
| MFS Emerging Markets Equity R1 | |||
| BGITX | 14.96 | -0.20 | -1.31% |
| Baillie Gifford International Alpha 2 | |||
| RGCEX | 17.20 | -0.40 | -2.27% |
| Columbia Select Global Equity C | |||