Interact to see
Advertisement
Advertisement
FHLSX vs OICAX
FHLSX vs OICAX Comparison
Open Charts FHLSX vs OICAX
Fidelity Health Savings
Price$11.32
Change+$0.26 (+2.35%)
VolumeN/A
Net Assets69.44M
JPMorgan Investor Conservative Growth A
Price$13.15
Change-$0.06 (-0.45%)
VolumeN/A
Net Assets4.43B
FHLSX vs OICAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FHLSX vs. OICAX commentary
Feb 05, 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 StrongBuy and OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.43B vs. FHLSX (69.4M). OICAX pays higher dividends than FHLSX: OICAX (3.21) vs FHLSX (2.89). FHLSX was incepted earlier than OICAX: FHLSX (6 years) vs OICAX (29 years). OICAX (0.93) is less costly to investors than FHLSX (0.50). FHLSX is a more actively managed with annual turnover of: 54.00 vs. OICAX (11.00). FHLSX has a lower initial minimum investment than OICAX: FHLSX (0) vs OICAX (500). FHLSX annual gain was more profitable for investors over the last year : 12.55 vs. OICAX (8.66). FHLSX return over 5 years is better than : 17.97 vs. OICAX (10.60).
| FHLSX | OICAX | FHLSX / OICAX | |
| Total Expense Ratio | 0.49 | 0.93 | 53% |
| Annual Report Gross Expense Ratio | 0.50 | 0.93 | 54% |
| Fund Existence | 6 years | 29 years | - |
| Gain YTD | 2.074 | 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 | 2.89 | 3.21 | 90% |
| Returns for 1 year | 12.55 | 8.66 | 145% |
| Returns for 3 years | 27.95 | 21.17 | 132% |
| Returns for 5 years | 17.97 | 10.60 | 170% |
| Returns for 10 years | N/A | 40.71 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement