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FHLKX vs ONCFX
FHLKX vs ONCFX Comparison
Open Charts FHLKX vs ONCFX
Fidelity Health Savings K
Price$11.00
Change-$0.04 (-0.36%)
VolumeN/A
Net Assets67.38M
JPMorgan Investor Conservative Growth I
Price$13.25
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.21B
FHLKX vs ONCFX Comparison Chart in %
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FHLKX vs. ONCFX commentary
Nov 20, 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 Hold and ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 4.21B vs. FHLKX (67.4M). ONCFX pays higher dividends than FHLKX: ONCFX (3.41) vs FHLKX (2.87). 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 (11.00). 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 : 10.05 vs. ONCFX (6.65). FHLKX return over 5 years is better than : 17.14 vs. ONCFX (12.65).
| 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 | 10.190 | 9.061 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 67.4M | 4.21B | 2% |
| Annual Yield % from dividends | 2.87 | 3.41 | 84% |
| Returns for 1 year | 10.05 | 6.65 | 151% |
| Returns for 3 years | 28.59 | 21.89 | 131% |
| Returns for 5 years | 17.14 | 12.65 | 136% |
| Returns for 10 years | N/A | 33.50 | - |
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