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FHLKX vs OCGCX
FHLKX vs OCGCX Comparison
Open Charts FHLKX vs OCGCX
Fidelity Health Savings K
Price$11.24
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets67.46M
JPMorgan Investor Conservative Growth C
Price$13.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.35B
FHLKX vs OCGCX Comparison Chart in %
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FHLKX vs. OCGCX commentary
Dec 27, 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 StrongBuy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.35B 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 (29 years). OCGCX (1.44) is less costly to investors than FHLKX (0.40). 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 : 11.42 vs. OCGCX (8.29). FHLKX return over 5 years is better than : 17.73 vs. OCGCX (9.15).
| FHLKX | OCGCX | FHLKX / OCGCX | |
| Total Expense Ratio | 0.39 | 1.44 | 27% |
| Annual Report Gross Expense Ratio | 0.40 | 1.44 | 28% |
| Fund Existence | 6 years | 29 years | - |
| Gain YTD | 12.110 | 8.846 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.5M | 4.35B | 2% |
| Annual Yield % from dividends | 2.84 | 2.74 | 104% |
| Returns for 1 year | 11.42 | 8.29 | 138% |
| Returns for 3 years | 30.97 | 23.95 | 129% |
| Returns for 5 years | 17.73 | 9.15 | 194% |
| Returns for 10 years | N/A | 28.21 | - |
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