Ad is loading...
FHLSX vs OCGCX
FHLSX vs OCGCX Comparison
Open Charts FHLSX vs OCGCX
Fidelity Health Savings
Price$10.20
Change-$0.13 (-1.26%)
VolumeN/A
Net Assets60.78M
JPMorgan Investor Conservative Growth C
Price$12.30
Change-$0.12 (-0.97%)
VolumeN/A
Net Assets3.96B
FHLSX vs OCGCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FHLSX vs. OCGCX commentary
Apr 04, 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 FHLSX is a StrongBuy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 3.96B vs. FHLSX (60.8M). OCGCX pays higher dividends than FHLSX: OCGCX (2.88) vs FHLSX (2.71). FHLSX was incepted earlier than OCGCX: FHLSX (5 years) vs OCGCX (28 years). OCGCX (1.44) is less costly to investors than FHLSX (0.49). FHLSX is a more actively managed with annual turnover of: 46.00 vs. OCGCX (8.00). 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 : 6.27 vs. OCGCX (4.29). FHLSX return over 5 years is better than : 26.49 vs. OCGCX (19.96).
| FHLSX | OCGCX | FHLSX / OCGCX | |
| Total Expense Ratio | 0.49 | 1.44 | 34% |
| Annual Report Gross Expense Ratio | 0.49 | 1.44 | 34% |
| Fund Existence | 5 years | 28 years | - |
| Gain YTD | 1.344 | 1.692 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.8M | 3.96B | 2% |
| Annual Yield % from dividends | 2.71 | 2.88 | 94% |
| Returns for 1 year | 6.27 | 4.29 | 146% |
| Returns for 3 years | 6.11 | 2.06 | 297% |
| Returns for 5 years | 26.49 | 19.96 | 133% |
| Returns for 10 years | N/A | 13.79 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...