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FHLKX vs OCGCX
FHLKX vs OCGCX Comparison
Open Charts FHLKX vs OCGCX
Fidelity Health Savings K
Price$10.39
Change+$0.05 (+0.48%)
VolumeN/A
Net Assets59.87M
JPMorgan Investor Conservative Growth C
Price$12.49
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets4.01B
FHLKX vs OCGCX Comparison Chart
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FHLKX vs. OCGCX commentary
Jan 31, 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: 4.01B vs. FHLKX (59.9M). FHLKX pays higher dividends than OCGCX: FHLKX (2.95) vs OCGCX (2.30). FHLKX was incepted earlier than OCGCX: FHLKX (5 years) vs OCGCX (28 years). FHLKX is a more actively managed with annual turnover of: 46.00 vs. OCGCX (5.00). 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 : 8.78 vs. OCGCX (6.16).
| FHLKX | OCGCX | FHLKX / OCGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 28 years | - |
| Gain YTD | 1.472 | 1.710 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.9M | 4.01B | 1% |
| Annual Yield % from dividends | 2.95 | 2.30 | 128% |
| Returns for 1 year | 8.78 | 6.16 | 142% |
| Returns for 3 years | 3.92 | -0.13 | -2,959% |
| Returns for 5 years | N/A | 8.87 | - |
| Returns for 10 years | N/A | 15.27 | - |
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