Interact to see
Advertisement
Advertisement
FHLKX vs OICAX
FHLKX vs OICAX Comparison
Open Charts FHLKX vs OICAX
Fidelity Health Savings K
Price$10.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets64.34M
JPMorgan Investor Conservative Growth A
Price$12.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.1B
FHLKX vs OICAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FHLKX vs. OICAX commentary
Aug 10, 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: 4.1B vs. FHLKX (64.3M). OICAX pays higher dividends than FHLKX: OICAX (3.32) vs FHLKX (2.87). 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 : 10.12 vs. OICAX (6.70). FHLKX return over 5 years is better than : 16.73 vs. OICAX (12.34).
| 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 | 7.257 | 6.342 | 114% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.3M | 4.1B | 2% |
| Annual Yield % from dividends | 2.87 | 3.32 | 86% |
| Returns for 1 year | 10.12 | 6.70 | 151% |
| Returns for 3 years | 19.01 | 13.93 | 136% |
| Returns for 5 years | 16.73 | 12.34 | 136% |
| Returns for 10 years | N/A | 26.16 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement