Interact to see
Advertisement
Advertisement
FHLKX vs OICAX
FHLKX vs OICAX Comparison
Open Charts FHLKX vs OICAX
Fidelity Health Savings K
Price$11.03
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets65.3M
JPMorgan Investor Conservative Growth A
Price$13.22
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets4.15B
FHLKX vs OICAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FHLKX vs. OICAX commentary
Sep 16, 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: 4.15B vs. FHLKX (65.3M). OICAX pays higher dividends than FHLKX: OICAX (3.25) vs FHLKX (2.71). 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 (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 : 8.94 vs. OICAX (5.62). FHLKX return over 5 years is better than : 18.82 vs. OICAX (14.39).
| 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 | 9.486 | 8.731 | 109% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.3M | 4.15B | 2% |
| Annual Yield % from dividends | 2.71 | 3.25 | 83% |
| Returns for 1 year | 8.94 | 5.62 | 159% |
| Returns for 3 years | 26.99 | 20.73 | 130% |
| Returns for 5 years | 18.82 | 14.39 | 131% |
| Returns for 10 years | N/A | 31.68 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement