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FHLKX vs OICAX
FHLKX vs OICAX Comparison
Open Charts FHLKX vs OICAX
Fidelity Health Savings K
Price$11.00
Change-$0.04 (-0.36%)
VolumeN/A
Net Assets67.38M
JPMorgan Investor Conservative Growth A
Price$13.14
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.21B
FHLKX vs OICAX Comparison Chart in %
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FHLKX vs. OICAX commentary
Nov 20, 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 Hold and OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.21B vs. FHLKX (67.4M). OICAX pays higher dividends than FHLKX: OICAX (3.20) vs FHLKX (2.87). FHLKX was incepted earlier than OICAX: FHLKX (6 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 (11.00). 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 : 10.05 vs. OICAX (6.45). FHLKX return over 5 years is better than : 17.14 vs. OICAX (11.24).
| FHLKX | OICAX | FHLKX / OICAX | |
| Total Expense Ratio | 0.39 | 0.94 | 41% |
| Annual Report Gross Expense Ratio | 0.39 | 0.94 | 41% |
| Fund Existence | 6 years | 29 years | - |
| Gain YTD | 10.190 | 8.829 | 115% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.4M | 4.21B | 2% |
| Annual Yield % from dividends | 2.87 | 3.20 | 90% |
| Returns for 1 year | 10.05 | 6.45 | 156% |
| Returns for 3 years | 28.59 | 20.99 | 136% |
| Returns for 5 years | 17.14 | 11.24 | 153% |
| Returns for 10 years | N/A | 30.13 | - |
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