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FHLKX vs OICAX
FHLKX vs OICAX Comparison
Open Charts FHLKX vs OICAX
Fidelity Health Savings K
Price$11.31
Change+$0.25 (+2.26%)
VolumeN/A
Net Assets69.44M
JPMorgan Investor Conservative Growth A
Price$13.15
Change-$0.06 (-0.45%)
VolumeN/A
Net Assets4.43B
FHLKX vs OICAX Comparison Chart in %
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FHLKX vs. OICAX 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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.43B vs. FHLKX (69.4M). OICAX pays higher dividends than FHLKX: OICAX (3.21) vs FHLKX (2.99). FHLKX was incepted earlier than OICAX: FHLKX (6 years) vs OICAX (29 years). OICAX (0.93) is less costly to investors than FHLKX (0.40). FHLKX is a more actively managed with annual turnover of: 54.00 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 : 12.55 vs. OICAX (8.66). FHLKX return over 5 years is better than : 18.52 vs. OICAX (10.60).
| FHLKX | OICAX | FHLKX / OICAX | |
| Total Expense Ratio | 0.39 | 0.93 | 42% |
| Annual Report Gross Expense Ratio | 0.40 | 0.93 | 43% |
| Fund Existence | 6 years | 29 years | - |
| Gain YTD | 2.076 | 0.978 | 212% |
| Front Load | N/A | 5% | - |
| 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 | 3.21 | 93% |
| Returns for 1 year | 12.55 | 8.66 | 145% |
| Returns for 3 years | 28.36 | 21.17 | 134% |
| Returns for 5 years | 18.52 | 10.60 | 175% |
| Returns for 10 years | N/A | 40.71 | - |
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