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FHLSX vs OCGCX
FHLSX vs OCGCX Comparison
Open Charts FHLSX vs OCGCX
Fidelity Health Savings
Price$10.25
Change+$0.08 (+0.79%)
VolumeN/A
Net Assets60.78M
JPMorgan Investor Conservative Growth C
Price$12.29
Change+$0.10 (+0.82%)
VolumeN/A
Net Assets3.87B
FHLSX vs OCGCX Comparison Chart
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FHLSX vs. OCGCX commentary
Apr 25, 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: 3.87B 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 : 6.35 vs. OCGCX (3.97). FHLSX return over 5 years is better than : 18.77 vs. OCGCX (12.23).
| 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 | 0.134 | -0.191 | -70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.8M | 3.87B | 2% |
| Annual Yield % from dividends | 2.71 | 2.88 | 94% |
| Returns for 1 year | 6.35 | 3.97 | 160% |
| Returns for 3 years | 8.63 | 3.50 | 246% |
| Returns for 5 years | 18.77 | 12.23 | 153% |
| Returns for 10 years | N/A | 11.16 | - |
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