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FHLKX vs OCGCX
FHLKX vs OCGCX Comparison
Open Charts FHLKX vs OCGCX
Fidelity Health Savings K
Price$11.31
Change+$0.25 (+2.26%)
VolumeN/A
Net Assets69.44M
JPMorgan Investor Conservative Growth C
Price$13.07
Change-$0.05 (-0.38%)
VolumeN/A
Net Assets4.43B
FHLKX vs OCGCX Comparison Chart in %
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FHLKX vs. OCGCX commentary
Feb 04, 2026
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 FHLKX is a StrongBuy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.43B vs. FHLKX (69.4M). FHLKX pays higher dividends than OCGCX: FHLKX (2.99) vs OCGCX (2.74). FHLKX was incepted earlier than OCGCX: FHLKX (6 years) vs OCGCX (29 years). OCGCX (1.42) is less costly to investors than FHLKX (0.40). FHLKX is a more actively managed with annual turnover of: 54.00 vs. OCGCX (11.00). FHLKX has a lower initial minimum investment than OCGCX: FHLKX (0) vs OCGCX (500). FHLKX annual gain was more profitable for investors over the last year : 12.55 vs. OCGCX (8.13). FHLKX return over 5 years is better than : 18.52 vs. OCGCX (7.97).
| FHLKX | OCGCX | FHLKX / OCGCX | |
| Total Expense Ratio | 0.39 | 1.42 | 27% |
| Annual Report Gross Expense Ratio | 0.40 | 1.42 | 28% |
| Fund Existence | 6 years | 29 years | - |
| Gain YTD | 2.076 | 0.940 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.4M | 4.43B | 2% |
| Annual Yield % from dividends | 2.99 | 2.74 | 109% |
| Returns for 1 year | 12.55 | 8.13 | 154% |
| Returns for 3 years | 28.36 | 19.43 | 146% |
| Returns for 5 years | 18.52 | 7.97 | 232% |
| Returns for 10 years | N/A | 33.77 | - |
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