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FHLKX vs JFLJX
FHLKX vs JFLJX Comparison
Open Charts FHLKX vs JFLJX
Fidelity Health Savings K
Price$10.04
Change+$0.08 (+0.80%)
VolumeN/A
Net Assets60.78M
JPMorgan Investor Conservative Growth R6
Price$12.22
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets3.87B
FHLKX vs JFLJX Comparison Chart
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FHLKX vs. JFLJX commentary
Apr 13, 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 FHLKX is a StrongBuy and JFLJX is a Hold.
FUNDAMENTALS
Fundamentals
JFLJX has more cash in the bank: 3.87B vs. FHLKX (60.8M). JFLJX pays higher dividends than FHLKX: JFLJX (3.84) vs FHLKX (2.83). FHLKX was incepted earlier than JFLJX: FHLKX (5 years) vs JFLJX (8 years). JFLJX (0.44) is less costly to investors than FHLKX (0.39). FHLKX is a more actively managed with annual turnover of: 46.00 vs. JFLJX (8.00). FHLKX has a lower initial minimum investment than JFLJX: FHLKX (0) vs JFLJX (15000000). FHLKX annual gain was more profitable for investors over the last year : 4.35 vs. JFLJX (3.10). FHLKX return over 5 years is better than : 19.51 vs. JFLJX (17.60).
| FHLKX | JFLJX | FHLKX / JFLJX | |
| Total Expense Ratio | 0.39 | 0.44 | 89% |
| Annual Report Gross Expense Ratio | 0.39 | 0.44 | 89% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | -1.126 | -1.075 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.8M | 3.87B | 2% |
| Annual Yield % from dividends | 2.83 | 3.84 | 74% |
| Returns for 1 year | 4.35 | 3.10 | 141% |
| Returns for 3 years | 6.36 | 4.21 | 151% |
| Returns for 5 years | 19.51 | 17.60 | 111% |
| Returns for 10 years | N/A | N/A | - |