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FHLSX vs OCGCX
FHLSX vs OCGCX Comparison
Open Charts FHLSX vs OCGCX
Fidelity Health Savings
Price$10.30
Change-$0.12 (-1.15%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth C
Price$12.39
Change-$0.16 (-1.27%)
VolumeN/A
CapitalizationN/A
FHLSX vs OCGCX Comparison Chart
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FHLSX vs. OCGCX commentary
Dec 19, 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 FHLSX is a StrongBuy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 3.99B vs. FHLSX (60.9M). FHLSX pays higher dividends than OCGCX: FHLSX (2.85) vs OCGCX (2.30). FHLSX was incepted earlier than OCGCX: FHLSX (5 years) vs OCGCX (27 years). FHLSX is a more actively managed with annual turnover of: 46.00 vs. OCGCX (5.00). FHLSX has a lower initial minimum investment than OCGCX: FHLSX (0) vs OCGCX (500). FHLSX annual gain was more profitable for investors over the last year : 9.18 vs. OCGCX (6.99).
| FHLSX | OCGCX | FHLSX / OCGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 8.263 | 6.079 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.9M | 3.99B | 2% |
| Annual Yield % from dividends | 2.85 | 2.30 | 124% |
| Returns for 1 year | 9.18 | 6.99 | 131% |
| Returns for 3 years | 0.73 | -2.08 | -35% |
| Returns for 5 years | N/A | 9.57 | - |
| Returns for 10 years | N/A | 15.03 | - |
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