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FHLKX vs OICAX
FHLKX vs OICAX Comparison
Open Charts FHLKX vs OICAX
Fidelity Health Savings K
Price$10.33
Change+$0.02 (+0.19%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth A
Price$12.81
Change+$0.02 (+0.16%)
VolumeN/A
CapitalizationN/A
FHLKX vs OICAX Comparison Chart
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FHLKX vs. OICAX commentary
Nov 23, 2024
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: 3.96B vs. FHLKX (59.8M). 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). OICAX (12.35) and FHLKX (12.27) have marching annual gain over last year.
| 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 | 7.228 | 7.805 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8M | 3.96B | 2% |
| Annual Yield % from dividends | 2.95 | 2.77 | 106% |
| Returns for 1 year | 12.27 | 12.35 | 99% |
| Returns for 3 years | -0.35 | -1.49 | 23% |
| Returns for 5 years | N/A | 11.86 | - |
| Returns for 10 years | N/A | 19.67 | - |
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