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FHLKX vs OCGCX
FHLKX vs OCGCX Comparison
Open Charts FHLKX vs OCGCX
Fidelity Health Savings K
Price$10.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets64.34M
JPMorgan Investor Conservative Growth C
Price$12.85
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.1B
FHLKX vs OCGCX Comparison Chart in %
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FHLKX vs. OCGCX commentary
Aug 10, 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 FHLKX is a StrongBuy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.1B vs. FHLKX (64.3M). FHLKX (2.87) and OCGCX (2.85) have matching dividends . FHLKX was incepted earlier than OCGCX: FHLKX (5 years) vs OCGCX (28 years). OCGCX (1.44) is less costly to investors than FHLKX (0.39). FHLKX is a more actively managed with annual turnover of: 28.00 vs. OCGCX (8.00). FHLKX has a lower initial minimum investment than OCGCX: FHLKX (0) vs OCGCX (500). FHLKX annual gain was more profitable for investors over the last year : 10.12 vs. OCGCX (6.12). FHLKX return over 5 years is better than : 16.73 vs. OCGCX (9.53).
| FHLKX | OCGCX | FHLKX / OCGCX | |
| Total Expense Ratio | 0.39 | 1.44 | 27% |
| Annual Report Gross Expense Ratio | 0.39 | 1.44 | 27% |
| Fund Existence | 5 years | 28 years | - |
| Gain YTD | 7.257 | 6.071 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.3M | 4.1B | 2% |
| Annual Yield % from dividends | 2.87 | 2.85 | 101% |
| Returns for 1 year | 10.12 | 6.12 | 165% |
| Returns for 3 years | 19.01 | 12.24 | 155% |
| Returns for 5 years | 16.73 | 9.53 | 176% |
| Returns for 10 years | N/A | 19.88 | - |
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