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FHLKX vs OICAX
FHLKX vs OICAX Comparison
Open Charts FHLKX vs OICAX
Fidelity Health Savings K
Price$10.41
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets61.54M
JPMorgan Investor Conservative Growth A
Price$12.62
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets4.04B
FHLKX vs OICAX Comparison Chart
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FHLKX vs. OICAX commentary
Mar 02, 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: 4.04B vs. FHLKX (61.5M). FHLKX pays higher dividends than OICAX: FHLKX (2.95) vs OICAX (2.77). FHLKX was incepted earlier than OICAX: FHLKX (5 years) vs OICAX (28 years). FHLKX is a more actively managed with annual turnover of: 46.00 vs. OICAX (5.00). 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 : 8.43 vs. OICAX (6.74).
| FHLKX | OICAX | FHLKX / OICAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 28 years | - |
| Gain YTD | 2.237 | 2.541 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.5M | 4.04B | 2% |
| Annual Yield % from dividends | 2.95 | 2.77 | 106% |
| Returns for 1 year | 8.43 | 6.74 | 125% |
| Returns for 3 years | 6.52 | 4.06 | 161% |
| Returns for 5 years | N/A | 14.14 | - |
| Returns for 10 years | N/A | 20.84 | - |
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