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FHLSX vs OCGCX
FHLSX vs OCGCX Comparison
Open Charts FHLSX vs OCGCX
Fidelity Health Savings
Price$10.98
Change-$0.04 (-0.36%)
VolumeN/A
Net Assets65.3M
JPMorgan Investor Conservative Growth C
Price$13.07
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets4.14B
FHLSX vs OCGCX Comparison Chart in %
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FHLSX vs. OCGCX commentary
Sep 26, 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 Hold and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.14B vs. FHLSX (65.3M). OCGCX pays higher dividends than FHLSX: OCGCX (2.79) vs FHLSX (2.61). FHLSX was incepted earlier than OCGCX: FHLSX (6 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: 28.00 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 : 8.31 vs. OCGCX (4.64). FHLSX return over 5 years is better than : 19.96 vs. OCGCX (12.84).
| FHLSX | OCGCX | FHLSX / OCGCX | |
| Total Expense Ratio | 0.49 | 1.44 | 34% |
| Annual Report Gross Expense Ratio | 0.49 | 1.44 | 34% |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | 9.611 | 8.342 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.3M | 4.14B | 2% |
| Annual Yield % from dividends | 2.61 | 2.79 | 94% |
| Returns for 1 year | 8.31 | 4.64 | 179% |
| Returns for 3 years | 31.62 | 22.93 | 138% |
| Returns for 5 years | 19.96 | 12.84 | 155% |
| Returns for 10 years | N/A | 27.19 | - |
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