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FHLSX vs OICAX
FHLSX vs OICAX Comparison
Open Charts FHLSX vs OICAX
Fidelity Health Savings
Price$10.84
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets64.34M
JPMorgan Investor Conservative Growth A
Price$12.98
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets4.08B
FHLSX vs OICAX Comparison Chart in %
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FHLSX vs. OICAX commentary
Aug 17, 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: 4.08B vs. FHLSX (64.3M). OICAX pays higher dividends than FHLSX: OICAX (3.32) vs FHLSX (2.77). 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 : 8.58 vs. OICAX (5.52). FHLSX return over 5 years is better than : 17.29 vs. OICAX (12.86).
| 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 | 7.692 | 6.753 | 114% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.3M | 4.08B | 2% |
| Annual Yield % from dividends | 2.77 | 3.32 | 84% |
| Returns for 1 year | 8.58 | 5.52 | 156% |
| Returns for 3 years | 17.86 | 12.82 | 139% |
| Returns for 5 years | 17.29 | 12.86 | 134% |
| Returns for 10 years | N/A | 26.75 | - |
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