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FHLSX vs OICAX
FHLSX vs OICAX Comparison
Open Charts FHLSX vs OICAX
Fidelity Health Savings
Price$10.57
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets62.57M
JPMorgan Investor Conservative Growth A
Price$12.65
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets3.95B
FHLSX vs OICAX Comparison Chart
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FHLSX vs. OICAX commentary
Jun 15, 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: 3.95B vs. FHLSX (62.6M). OICAX pays higher dividends than FHLSX: OICAX (3.35) vs FHLSX (2.76). FHLSX was incepted earlier than OICAX: FHLSX (5 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 : 8.30 vs. OICAX (5.45). FHLSX return over 5 years is better than : 19.38 vs. OICAX (14.74).
| 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 | 29 years | - |
| Gain YTD | 4.938 | 4.115 | 120% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.6M | 3.95B | 2% |
| Annual Yield % from dividends | 2.76 | 3.35 | 82% |
| Returns for 1 year | 8.30 | 5.45 | 152% |
| Returns for 3 years | 22.37 | 16.73 | 134% |
| Returns for 5 years | 19.38 | 14.74 | 131% |
| Returns for 10 years | N/A | 23.05 | - |
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