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FHLKX vs ONCFX
FHLKX vs ONCFX Comparison
Open Charts FHLKX vs ONCFX
Fidelity Health Savings K
Price$10.04
Change+$0.08 (+0.80%)
VolumeN/A
Net Assets60.78M
JPMorgan Investor Conservative Growth I
Price$12.23
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets3.87B
FHLKX vs ONCFX Comparison Chart
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FHLKX vs. ONCFX 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 ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 3.87B vs. FHLKX (60.8M). ONCFX pays higher dividends than FHLKX: ONCFX (3.59) vs FHLKX (2.83). FHLKX was incepted earlier than ONCFX: FHLKX (5 years) vs ONCFX (28 years). ONCFX (0.69) is less costly to investors than FHLKX (0.39). FHLKX is a more actively managed with annual turnover of: 46.00 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 : 4.35 vs. ONCFX (2.92). FHLKX return over 5 years is better than : 19.51 vs. ONCFX (16.21).
| 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 | 28 years | - |
| Gain YTD | -1.126 | -1.136 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 60.8M | 3.87B | 2% |
| Annual Yield % from dividends | 2.83 | 3.59 | 79% |
| Returns for 1 year | 4.35 | 2.92 | 149% |
| Returns for 3 years | 6.36 | 3.46 | 184% |
| Returns for 5 years | 19.51 | 16.21 | 120% |
| Returns for 10 years | N/A | 18.90 | - |
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