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FHLSX vs OICAX
FHLSX vs OICAX Comparison
Open Charts FHLSX vs OICAX
Fidelity Health Savings
Price$11.08
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets66.54M
JPMorgan Investor Conservative Growth A
Price$13.25
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.22B
FHLSX vs OICAX Comparison Chart in %
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FHLSX vs. OICAX commentary
Oct 19, 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 Hold and OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.22B vs. FHLSX (66.5M). OICAX pays higher dividends than FHLSX: OICAX (3.22) vs FHLSX (2.60). FHLSX was incepted earlier than OICAX: FHLSX (6 years) vs OICAX (29 years). OICAX (0.94) is less costly to investors than FHLSX (0.49). FHLSX is a more actively managed with annual turnover of: 28.00 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 : 9.53 vs. OICAX (6.27). FHLSX return over 5 years is better than : 19.13 vs. OICAX (14.34).
| FHLSX | OICAX | FHLSX / OICAX | |
| Total Expense Ratio | 0.49 | 0.94 | 52% |
| Annual Report Gross Expense Ratio | 0.49 | 0.94 | 52% |
| Fund Existence | 6 years | 29 years | - |
| Gain YTD | 10.626 | 9.498 | 112% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.5M | 4.22B | 2% |
| Annual Yield % from dividends | 2.60 | 3.22 | 81% |
| Returns for 1 year | 9.53 | 6.27 | 152% |
| Returns for 3 years | 33.07 | 25.71 | 129% |
| Returns for 5 years | 19.13 | 14.34 | 133% |
| Returns for 10 years | N/A | 31.44 | - |
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