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FHLSX vs OICAX
FHLSX vs OICAX Comparison
Open Charts FHLSX vs OICAX
Fidelity Health Savings
Price$10.28
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets59.87M
JPMorgan Investor Conservative Growth A
Price$12.45
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets4.02B
FHLSX vs OICAX Comparison Chart
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FHLSX vs. OICAX commentary
Jan 19, 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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.02B vs. FHLSX (59.9M). FHLSX (2.85) and OICAX (2.77) have matching dividends . FHLSX was incepted earlier than OICAX: FHLSX (5 years) vs OICAX (28 years). FHLSX is a more actively managed with annual turnover of: 46.00 vs. OICAX (5.00). FHLSX has a lower initial minimum investment than OICAX: FHLSX (0) vs OICAX (500). FHLSX annual gain was more profitable for investors over the last year : 9.14 vs. OICAX (7.02).
| FHLSX | OICAX | FHLSX / OICAX | |
| 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 | 0.728 | 121% |
| 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 | 2.77 | 103% |
| Returns for 1 year | 9.14 | 7.02 | 130% |
| Returns for 3 years | 2.87 | -0.31 | -925% |
| Returns for 5 years | N/A | 10.04 | - |
| Returns for 10 years | N/A | 20.53 | - |
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