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FHLSX vs OICAX
FHLSX vs OICAX Comparison
Open Charts FHLSX vs OICAX
Fidelity Health Savings
Price$10.20
Change-$0.13 (-1.26%)
VolumeN/A
Net Assets60.78M
JPMorgan Investor Conservative Growth A
Price$12.37
Change-$0.12 (-0.96%)
VolumeN/A
Net Assets3.96B
FHLSX vs OICAX Comparison Chart
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FHLSX vs. OICAX commentary
Apr 04, 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: 3.96B vs. FHLSX (60.8M). OICAX pays higher dividends than FHLSX: OICAX (3.36) vs FHLSX (2.71). 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: 46.00 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 : 6.27 vs. OICAX (4.79). FHLSX return over 5 years is better than : 26.49 vs. OICAX (22.90).
| 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 | 1.344 | 1.727 | 78% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.8M | 3.96B | 2% |
| Annual Yield % from dividends | 2.71 | 3.36 | 81% |
| Returns for 1 year | 6.27 | 4.79 | 131% |
| Returns for 3 years | 6.11 | 3.53 | 173% |
| Returns for 5 years | 26.49 | 22.90 | 116% |
| Returns for 10 years | N/A | 19.64 | - |