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FHLKX vs ONCFX
FHLKX vs ONCFX Comparison
Open Charts FHLKX vs ONCFX
Fidelity Health Savings K
Price$11.03
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets65.3M
JPMorgan Investor Conservative Growth I
Price$13.33
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets4.15B
FHLKX vs ONCFX Comparison Chart in %
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FHLKX vs. ONCFX commentary
Sep 16, 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: 4.15B vs. FHLKX (65.3M). ONCFX pays higher dividends than FHLKX: ONCFX (3.46) vs FHLKX (2.71). FHLKX was incepted earlier than ONCFX: FHLKX (6 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 : 8.94 vs. ONCFX (5.92). FHLKX return over 5 years is better than : 18.82 vs. ONCFX (15.83).
| FHLKX | ONCFX | FHLKX / ONCFX | |
| Total Expense Ratio | 0.39 | 0.69 | 57% |
| Annual Report Gross Expense Ratio | 0.39 | 0.69 | 57% |
| Fund Existence | 6 years | 29 years | - |
| Gain YTD | 9.486 | 8.918 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 65.3M | 4.15B | 2% |
| Annual Yield % from dividends | 2.71 | 3.46 | 78% |
| Returns for 1 year | 8.94 | 5.92 | 151% |
| Returns for 3 years | 26.99 | 21.62 | 125% |
| Returns for 5 years | 18.82 | 15.83 | 119% |
| Returns for 10 years | N/A | 34.96 | - |
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