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FHLSX vs OCGCX
FHLSX vs OCGCX Comparison
Open Charts FHLSX vs OCGCX
Fidelity Health Savings
Price$10.28
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets59.87M
JPMorgan Investor Conservative Growth C
Price$12.38
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets4.02B
FHLSX vs OCGCX Comparison Chart
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FHLSX vs. OCGCX commentary
Jan 18, 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: 4.02B vs. FHLSX (59.9M). FHLSX pays higher dividends than OCGCX: FHLSX (2.85) vs OCGCX (2.30). FHLSX was incepted earlier than OCGCX: FHLSX (5 years) vs OCGCX (28 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 : 9.14 vs. OCGCX (6.52).
| FHLSX | OCGCX | FHLSX / OCGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 28 years | - |
| Gain YTD | 0.883 | 0.814 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.9M | 4.02B | 1% |
| Annual Yield % from dividends | 2.85 | 2.30 | 124% |
| Returns for 1 year | 9.14 | 6.52 | 140% |
| Returns for 3 years | 2.87 | -1.65 | -173% |
| Returns for 5 years | N/A | 7.42 | - |
| Returns for 10 years | N/A | 14.66 | - |
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