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FHLKX vs OCGCX
FHLKX vs OCGCX Comparison
Open Charts FHLKX vs OCGCX
Fidelity Health Savings K
Price$10.35
Change+$0.03 (+0.29%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth C
Price$12.43
Change+$0.03 (+0.24%)
VolumeN/A
CapitalizationN/A
FHLKX vs OCGCX Comparison Chart
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FHLKX vs. OCGCX commentary
Dec 26, 2024
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: 3.95B vs. FHLKX (60.9M). 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 : 8.03 vs. OCGCX (5.19).
| 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 | 7.644 | 4.812 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.9M | 3.95B | 2% |
| Annual Yield % from dividends | 2.95 | 2.30 | 128% |
| Returns for 1 year | 8.03 | 5.19 | 155% |
| Returns for 3 years | -0.05 | -3.88 | 1% |
| Returns for 5 years | N/A | 7.92 | - |
| Returns for 10 years | N/A | 13.48 | - |
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