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FHLKX vs OICAX
FHLKX vs OICAX Comparison
Open Charts FHLKX vs OICAX
Fidelity Health Savings K
Price$10.04
Change+$0.08 (+0.80%)
VolumeN/A
Net Assets60.78M
JPMorgan Investor Conservative Growth A
Price$12.13
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets3.87B
FHLKX vs OICAX Comparison Chart
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FHLKX vs. OICAX commentary
Apr 13, 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: 3.87B vs. FHLKX (60.8M). OICAX pays higher dividends than FHLKX: OICAX (3.36) vs FHLKX (2.83). FHLKX was incepted earlier than OICAX: FHLKX (5 years) vs OICAX (28 years). OICAX (0.94) is less costly to investors than FHLKX (0.39). FHLKX is a more actively managed with annual turnover of: 46.00 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 : 4.35 vs. OICAX (2.60). FHLKX return over 5 years is better than : 19.51 vs. OICAX (14.75).
| 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 | 28 years | - |
| Gain YTD | -1.126 | -1.205 | 93% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.8M | 3.87B | 2% |
| Annual Yield % from dividends | 2.83 | 3.36 | 84% |
| Returns for 1 year | 4.35 | 2.60 | 167% |
| Returns for 3 years | 6.36 | 2.67 | 239% |
| Returns for 5 years | 19.51 | 14.75 | 132% |
| Returns for 10 years | N/A | 15.93 | - |
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