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FHLKX vs OICAX
FHLKX vs OICAX Comparison
Open Charts FHLKX vs OICAX
Fidelity Health Savings K
Price$11.07
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets66.54M
JPMorgan Investor Conservative Growth A
Price$13.22
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets4.21B
FHLKX vs OICAX Comparison Chart in %
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FHLKX vs. OICAX commentary
Oct 07, 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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.22B vs. FHLKX (66.5M). OICAX pays higher dividends than FHLKX: OICAX (3.22) vs FHLKX (2.70). FHLKX was incepted earlier than OICAX: FHLKX (6 years) vs OICAX (29 years). OICAX (0.94) is less costly to investors than FHLKX (0.39). FHLKX is a more actively managed with annual turnover of: 28.00 vs. OICAX (8.00). FHLKX has a lower initial minimum investment than OICAX: FHLKX (0) vs OICAX (500). FHLKX annual gain was more profitable for investors over the last year : 9.43 vs. OICAX (6.28). FHLKX return over 5 years is better than : 20.71 vs. OICAX (14.78).
| FHLKX | OICAX | FHLKX / OICAX | |
| Total Expense Ratio | 0.39 | 0.94 | 41% |
| Annual Report Gross Expense Ratio | 0.39 | 0.94 | 41% |
| Fund Existence | 6 years | 29 years | - |
| Gain YTD | 10.611 | 9.332 | 114% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.5M | 4.22B | 2% |
| Annual Yield % from dividends | 2.70 | 3.22 | 84% |
| Returns for 1 year | 9.43 | 6.28 | 150% |
| Returns for 3 years | 33.10 | 25.52 | 130% |
| Returns for 5 years | 20.71 | 14.78 | 140% |
| Returns for 10 years | N/A | 31.55 | - |
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