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FHLSX vs OICAX
FHLSX vs OICAX Comparison
Open Charts FHLSX vs OICAX
Fidelity Health Savings
Price$10.43
Change-$0.07 (-0.67%)
VolumeN/A
Net Assets61.26M
JPMorgan Investor Conservative Growth A
Price$12.50
Change-$0.10 (-0.79%)
VolumeN/A
Net Assets3.92B
FHLSX vs OICAX Comparison Chart
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FHLSX vs. OICAX commentary
May 23, 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: 3.92B vs. FHLSX (61.3M). OICAX pays higher dividends than FHLSX: OICAX (3.39) vs FHLSX (2.73). FHLSX was incepted earlier than OICAX: FHLSX (5 years) vs OICAX (28 years). OICAX (0.94) is less costly to investors than FHLSX (0.49). FHLSX is a more actively managed with annual turnover of: 28.00 vs. OICAX (8.00). 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 : 7.37 vs. OICAX (5.05). FHLSX return over 5 years is better than : 20.02 vs. OICAX (16.02).
| FHLSX | OICAX | FHLSX / OICAX | |
| Total Expense Ratio | 0.49 | 0.94 | 52% |
| Annual Report Gross Expense Ratio | 0.49 | 0.94 | 52% |
| Fund Existence | 5 years | 28 years | - |
| Gain YTD | 3.635 | 2.893 | 126% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.3M | 3.92B | 2% |
| Annual Yield % from dividends | 2.73 | 3.39 | 81% |
| Returns for 1 year | 7.37 | 5.05 | 146% |
| Returns for 3 years | 16.16 | 11.52 | 140% |
| Returns for 5 years | 20.02 | 16.02 | 125% |
| Returns for 10 years | N/A | 20.72 | - |
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