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FHLKX vs ONCFX
FHLKX vs ONCFX Comparison
Open Charts FHLKX vs ONCFX
Fidelity Health Savings K
Price$10.23
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets61.54M
JPMorgan Investor Conservative Growth I
Price$12.53
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets3.98B
FHLKX vs ONCFX Comparison Chart
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FHLKX vs. ONCFX commentary
Mar 12, 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: 3.98B vs. FHLKX (61.5M). ONCFX pays higher dividends than FHLKX: ONCFX (3.53) vs FHLKX (2.90). 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 : 5.68 vs. ONCFX (4.34). FHLKX return over 5 years is better than : 25.89 vs. ONCFX (21.40).
| 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 | 0.675 | 1.029 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 61.5M | 3.98B | 2% |
| Annual Yield % from dividends | 2.90 | 3.53 | 82% |
| Returns for 1 year | 5.68 | 4.34 | 131% |
| Returns for 3 years | 7.25 | 5.43 | 134% |
| Returns for 5 years | 25.89 | 21.40 | 121% |
| Returns for 10 years | N/A | 23.09 | - |
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