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FHLSX vs OCGCX
FHLSX vs OCGCX Comparison
Open Charts FHLSX vs OCGCX
Fidelity Health Savings
Price$11.23
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets67.46M
JPMorgan Investor Conservative Growth C
Price$13.11
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets4.33B
FHLSX vs OCGCX Comparison Chart in %
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FHLSX vs. OCGCX commentary
Dec 26, 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 FHLSX is a StrongBuy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.33B vs. FHLSX (67.5M). FHLSX (2.74) and OCGCX (2.74) have matching dividends . FHLSX was incepted earlier than OCGCX: FHLSX (6 years) vs OCGCX (29 years). OCGCX (1.44) is less costly to investors than FHLSX (0.50). FHLSX is a more actively managed with annual turnover of: 28.00 vs. OCGCX (11.00). FHLSX has a lower initial minimum investment than OCGCX: FHLSX (0) vs OCGCX (500). FHLSX annual gain was more profitable for investors over the last year : 11.22 vs. OCGCX (8.37). FHLSX return over 5 years is better than : 17.00 vs. OCGCX (9.15).
| FHLSX | OCGCX | FHLSX / OCGCX | |
| Total Expense Ratio | 0.49 | 1.44 | 34% |
| Annual Report Gross Expense Ratio | 0.50 | 1.44 | 35% |
| Fund Existence | 6 years | 29 years | - |
| Gain YTD | 11.924 | 8.846 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.5M | 4.33B | 2% |
| Annual Yield % from dividends | 2.74 | 2.74 | 100% |
| Returns for 1 year | 11.22 | 8.37 | 134% |
| Returns for 3 years | 29.88 | 23.51 | 127% |
| Returns for 5 years | 17.00 | 9.15 | 186% |
| Returns for 10 years | N/A | 28.42 | - |
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