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FHLKX vs OICAX
FHLKX vs OICAX Comparison
Open Charts FHLKX vs OICAX
Fidelity Health Savings K
Price$10.70
Change-$0.06 (-0.56%)
VolumeN/A
Net Assets64.14M
JPMorgan Investor Conservative Growth A
Price$12.82
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets4.02B
FHLKX vs OICAX Comparison Chart in %
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FHLKX vs. OICAX commentary
Jul 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: 4.02B vs. FHLKX (64.1M). OICAX pays higher dividends than FHLKX: OICAX (3.31) vs FHLKX (2.82). 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 : 8.57 vs. OICAX (5.62). FHLKX return over 5 years is better than : 19.08 vs. OICAX (14.05).
| 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 | 6.710 | 5.607 | 120% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.1M | 4.02B | 2% |
| Annual Yield % from dividends | 2.82 | 3.31 | 85% |
| Returns for 1 year | 8.57 | 5.62 | 153% |
| Returns for 3 years | 23.01 | 16.65 | 138% |
| Returns for 5 years | 19.08 | 14.05 | 136% |
| Returns for 10 years | N/A | 24.79 | - |
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