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FHLKX vs ONCFX
FHLKX vs ONCFX Comparison
Open Charts FHLKX vs ONCFX
Fidelity Health Savings K
Price$10.39
Change+$0.05 (+0.48%)
VolumeN/A
Net Assets59.87M
JPMorgan Investor Conservative Growth I
Price$12.68
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets4.01B
FHLKX vs ONCFX Comparison Chart
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FHLKX vs. ONCFX commentary
Jan 31, 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: 4.01B vs. FHLKX (59.9M). 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 : 8.78 vs. ONCFX (7.06).
| 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 | 1.472 | 1.766 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 59.9M | 4.01B | 1% |
| Annual Yield % from dividends | 2.95 | 2.99 | 99% |
| Returns for 1 year | 8.78 | 7.06 | 124% |
| Returns for 3 years | 3.92 | 2.18 | 180% |
| Returns for 5 years | N/A | 13.05 | - |
| Returns for 10 years | N/A | 24.35 | - |
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