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FHLKX vs OICAX
FHLKX vs OICAX Comparison
Open Charts FHLKX vs OICAX
Fidelity Health Savings K
Price$10.58
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets62.57M
JPMorgan Investor Conservative Growth A
Price$12.66
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets3.92B
FHLKX vs OICAX Comparison Chart in %
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FHLKX vs. OICAX commentary
Jun 22, 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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 3.93B vs. FHLKX (62.6M). OICAX pays higher dividends than FHLKX: OICAX (3.35) vs FHLKX (2.86). FHLKX was incepted earlier than OICAX: FHLKX (5 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 : 7.78 vs. OICAX (4.87). FHLKX return over 5 years is better than : 18.52 vs. OICAX (13.30).
| FHLKX | OICAX | FHLKX / OICAX | |
| Total Expense Ratio | 0.39 | 0.94 | 41% |
| Annual Report Gross Expense Ratio | 0.39 | 0.94 | 41% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 4.583 | 3.624 | 126% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.6M | 3.93B | 2% |
| Annual Yield % from dividends | 2.86 | 3.35 | 85% |
| Returns for 1 year | 7.78 | 4.87 | 160% |
| Returns for 3 years | 21.69 | 15.50 | 140% |
| Returns for 5 years | 18.52 | 13.30 | 139% |
| Returns for 10 years | N/A | 21.90 | - |
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