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FHLKX vs ONCFX
FHLKX vs ONCFX Comparison
Open Charts FHLKX vs ONCFX
Fidelity Health Savings K
Price$10.35
Change+$0.03 (+0.29%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth I
Price$12.61
Change+$0.03 (+0.24%)
VolumeN/A
CapitalizationN/A
FHLKX vs ONCFX Comparison Chart
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FHLKX vs. ONCFX commentary
Dec 26, 2024
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: 3.95B vs. FHLKX (60.9M). ONCFX (2.99) and FHLKX (2.95) have matching dividends . FHLKX was incepted earlier than ONCFX: FHLKX (5 years) vs ONCFX (28 years). FHLKX is a more actively managed with annual turnover of: 46.00 vs. ONCFX (5.00). 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 : 8.03 vs. ONCFX (5.99).
| FHLKX | ONCFX | FHLKX / ONCFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 28 years | - |
| Gain YTD | 7.644 | 5.631 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 60.9M | 3.95B | 2% |
| Annual Yield % from dividends | 2.95 | 2.99 | 99% |
| Returns for 1 year | 8.03 | 5.99 | 134% |
| Returns for 3 years | -0.05 | -1.77 | 3% |
| Returns for 5 years | N/A | 11.97 | - |
| Returns for 10 years | N/A | 22.32 | - |
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