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FHLSX vs OCGCX
FHLSX vs OCGCX Comparison
Open Charts FHLSX vs OCGCX
Fidelity Health Savings
Price$11.25
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets67.71M
JPMorgan Investor Conservative Growth C
Price$13.09
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.39B
FHLSX vs OCGCX Comparison Chart in %
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FHLSX vs. OCGCX commentary
Jan 15, 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 FHLSX is a Hold and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.39B vs. FHLSX (67.7M). FHLSX pays higher dividends than OCGCX: FHLSX (2.95) vs OCGCX (2.75). 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 : 13.84 vs. OCGCX (10.06). FHLSX return over 5 years is better than : 17.89 vs. OCGCX (8.63).
| 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 | 1.353 | 0.925 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.7M | 4.39B | 2% |
| Annual Yield % from dividends | 2.95 | 2.75 | 107% |
| Returns for 1 year | 13.84 | 10.06 | 138% |
| Returns for 3 years | 28.46 | 20.89 | 136% |
| Returns for 5 years | 17.89 | 8.63 | 207% |
| Returns for 10 years | N/A | 33.58 | - |
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