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FHLKX vs OCGCX
FHLKX vs OCGCX Comparison
Open Charts FHLKX vs OCGCX
Fidelity Health Savings K
Price$10.23
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets61.54M
JPMorgan Investor Conservative Growth C
Price$12.35
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets3.98B
FHLKX vs OCGCX Comparison Chart
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FHLKX vs. OCGCX commentary
Mar 12, 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: 3.98B vs. FHLKX (61.5M). FHLKX (2.90) and OCGCX (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 : 5.68 vs. OCGCX (3.53). FHLKX return over 5 years is better than : 25.89 vs. OCGCX (16.94).
| 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 | 0.675 | 0.920 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.5M | 3.98B | 2% |
| Annual Yield % from dividends | 2.90 | 2.83 | 102% |
| Returns for 1 year | 5.68 | 3.53 | 161% |
| Returns for 3 years | 7.25 | 3.16 | 229% |
| Returns for 5 years | 25.89 | 16.94 | 153% |
| Returns for 10 years | N/A | 14.08 | - |
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