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FHLSX vs OICAX
FHLSX vs OICAX Comparison
Open Charts FHLSX vs OICAX
Fidelity Health Savings
Price$10.98
Change-$0.04 (-0.36%)
VolumeN/A
Net Assets65.3M
JPMorgan Investor Conservative Growth A
Price$13.15
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets4.14B
FHLSX vs OICAX Comparison Chart in %
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FHLSX vs. OICAX 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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.14B vs. FHLSX (65.3M). OICAX pays higher dividends than FHLSX: OICAX (3.25) vs FHLSX (2.61). FHLSX was incepted earlier than OICAX: FHLSX (6 years) vs OICAX (29 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 : 8.31 vs. OICAX (5.30). FHLSX return over 5 years is better than : 19.96 vs. OICAX (15.72).
| FHLSX | OICAX | FHLSX / OICAX | |
| Total Expense Ratio | 0.49 | 0.94 | 52% |
| Annual Report Gross Expense Ratio | 0.49 | 0.94 | 52% |
| Fund Existence | 6 years | 29 years | - |
| Gain YTD | 9.611 | 8.731 | 110% |
| Front Load | N/A | 5% | - |
| 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 | 3.25 | 80% |
| Returns for 1 year | 8.31 | 5.30 | 157% |
| Returns for 3 years | 31.62 | 24.81 | 127% |
| Returns for 5 years | 19.96 | 15.72 | 127% |
| Returns for 10 years | N/A | 33.93 | - |
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