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FHLKX vs OCGCX
FHLKX vs OCGCX Comparison
Open Charts FHLKX vs OCGCX
Fidelity Health Savings K
Price$11.15
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets67.46M
JPMorgan Investor Conservative Growth C
Price$13.20
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets4.27B
FHLKX vs OCGCX Comparison Chart in %
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FHLKX vs. OCGCX commentary
Dec 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 FHLKX is a Hold and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.27B vs. FHLKX (67.5M). FHLKX (2.84) and OCGCX (2.74) have matching dividends . FHLKX was incepted earlier than OCGCX: FHLKX (6 years) vs OCGCX (28 years). OCGCX (1.44) is less costly to investors than FHLKX (0.39). FHLKX is a more actively managed with annual turnover of: 28.00 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 : 9.07 vs. OCGCX (5.15). FHLKX return over 5 years is better than : 17.04 vs. OCGCX (8.35).
| FHLKX | OCGCX | FHLKX / OCGCX | |
| Total Expense Ratio | 0.39 | 1.44 | 27% |
| Annual Report Gross Expense Ratio | 0.39 | 1.44 | 27% |
| Fund Existence | 6 years | 28 years | - |
| Gain YTD | 11.011 | 9.261 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.5M | 4.27B | 2% |
| Annual Yield % from dividends | 2.84 | 2.74 | 104% |
| Returns for 1 year | 9.07 | 5.15 | 176% |
| Returns for 3 years | 25.80 | 17.32 | 149% |
| Returns for 5 years | 17.04 | 8.35 | 204% |
| Returns for 10 years | N/A | 24.61 | - |
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