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FHLKX vs ONCFX
FHLKX vs ONCFX Comparison
Open Charts FHLKX vs ONCFX
Fidelity Health Savings K
Price$10.58
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets62.57M
JPMorgan Investor Conservative Growth I
Price$12.76
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets3.92B
FHLKX vs ONCFX Comparison Chart in %
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FHLKX vs. ONCFX commentary
Jun 22, 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 ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 3.93B vs. FHLKX (62.6M). ONCFX pays higher dividends than FHLKX: ONCFX (3.57) vs FHLKX (2.86). FHLKX was incepted earlier than ONCFX: FHLKX (5 years) vs ONCFX (29 years). ONCFX (0.69) is less costly to investors than FHLKX (0.39). FHLKX is a more actively managed with annual turnover of: 28.00 vs. ONCFX (8.00). FHLKX has a lower initial minimum investment than ONCFX: FHLKX (0) vs ONCFX (1000000). FHLKX annual gain was more profitable for investors over the last year : 7.78 vs. ONCFX (5.09). FHLKX return over 5 years is better than : 18.52 vs. ONCFX (14.64).
| FHLKX | ONCFX | FHLKX / ONCFX | |
| Total Expense Ratio | 0.39 | 0.69 | 57% |
| Annual Report Gross Expense Ratio | 0.39 | 0.69 | 57% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 4.583 | 3.698 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 62.6M | 3.93B | 2% |
| Annual Yield % from dividends | 2.86 | 3.57 | 80% |
| Returns for 1 year | 7.78 | 5.09 | 153% |
| Returns for 3 years | 21.69 | 16.39 | 132% |
| Returns for 5 years | 18.52 | 14.64 | 126% |
| Returns for 10 years | N/A | 24.89 | - |
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