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FHLKX vs OCGCX
FHLKX vs OCGCX Comparison
Open Charts FHLKX vs OCGCX
Fidelity Health Savings K
Price$10.04
Change+$0.08 (+0.80%)
VolumeN/A
Net Assets60.78M
JPMorgan Investor Conservative Growth C
Price$12.05
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets3.87B
FHLKX vs OCGCX Comparison Chart
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FHLKX vs. OCGCX commentary
Apr 13, 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: 3.87B vs. FHLKX (60.8M). OCGCX (2.88) and FHLKX (2.83) 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: 46.00 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 : 4.35 vs. OCGCX (2.02). FHLKX return over 5 years is better than : 19.51 vs. OCGCX (11.88).
| 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 | -1.126 | -1.338 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.8M | 3.87B | 2% |
| Annual Yield % from dividends | 2.83 | 2.88 | 98% |
| Returns for 1 year | 4.35 | 2.02 | 216% |
| Returns for 3 years | 6.36 | 1.11 | 572% |
| Returns for 5 years | 19.51 | 11.88 | 164% |
| Returns for 10 years | N/A | 10.14 | - |
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