Interact to see
Advertisement
Advertisement
FHLKX vs OICAX
FHLKX vs OICAX Comparison
Open Charts FHLKX vs OICAX
Fidelity Health Savings K
Price$11.24
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets67.46M
JPMorgan Investor Conservative Growth A
Price$13.20
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.35B
FHLKX vs OICAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FHLKX vs. OICAX commentary
Dec 28, 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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.35B vs. FHLKX (67.5M). OICAX pays higher dividends than FHLKX: OICAX (3.20) vs FHLKX (2.84). FHLKX was incepted earlier than OICAX: FHLKX (6 years) vs OICAX (29 years). OICAX (0.94) is less costly to investors than FHLKX (0.40). FHLKX is a more actively managed with annual turnover of: 28.00 vs. OICAX (11.00). FHLKX has a lower initial minimum investment than OICAX: FHLKX (0) vs OICAX (500). FHLKX annual gain was more profitable for investors over the last year : 11.42 vs. OICAX (8.81). FHLKX return over 5 years is better than : 17.73 vs. OICAX (11.89).
| FHLKX | OICAX | FHLKX / OICAX | |
| Total Expense Ratio | 0.39 | 0.94 | 41% |
| Annual Report Gross Expense Ratio | 0.40 | 0.94 | 43% |
| Fund Existence | 6 years | 29 years | - |
| Gain YTD | 12.110 | 9.326 | 130% |
| Front Load | N/A | 5% | - |
| 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 | 3.20 | 89% |
| Returns for 1 year | 11.42 | 8.81 | 130% |
| Returns for 3 years | 30.97 | 25.92 | 119% |
| Returns for 5 years | 17.73 | 11.89 | 149% |
| Returns for 10 years | N/A | 34.99 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement