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FHLKX vs OCGCX
FHLKX vs OCGCX Comparison
Open Charts FHLKX vs OCGCX
Fidelity Health Savings K
Price$11.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets67.38M
JPMorgan Investor Conservative Growth C
Price$13.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.21B
FHLKX vs OCGCX Comparison Chart in %
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FHLKX vs. OCGCX commentary
Nov 20, 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 Hold and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.21B vs. FHLKX (67.4M). FHLKX (2.87) and OCGCX (2.74) have matching dividends . FHLKX was incepted earlier than OCGCX: FHLKX (6 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 (11.00). 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 : 10.05 vs. OCGCX (5.79). FHLKX return over 5 years is better than : 17.14 vs. OCGCX (8.55).
| FHLKX | OCGCX | FHLKX / OCGCX | |
| Total Expense Ratio | 0.39 | 1.44 | 27% |
| Annual Report Gross Expense Ratio | 0.39 | 1.44 | 27% |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | 10.190 | 8.348 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.4M | 4.21B | 2% |
| Annual Yield % from dividends | 2.87 | 2.74 | 105% |
| Returns for 1 year | 10.05 | 5.79 | 174% |
| Returns for 3 years | 28.59 | 19.03 | 150% |
| Returns for 5 years | 17.14 | 8.55 | 201% |
| Returns for 10 years | N/A | 23.53 | - |
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