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FHLKX vs ONCFX
FHLKX vs ONCFX Comparison
Open Charts FHLKX vs ONCFX
Fidelity Health Savings K
Price$10.70
Change-$0.06 (-0.56%)
VolumeN/A
Net Assets64.14M
JPMorgan Investor Conservative Growth I
Price$12.93
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets4.02B
FHLKX vs ONCFX Comparison Chart in %
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FHLKX vs. ONCFX commentary
Jul 13, 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: 4.02B vs. FHLKX (64.1M). ONCFX pays higher dividends than FHLKX: ONCFX (3.53) vs FHLKX (2.82). FHLKX was incepted earlier than ONCFX: FHLKX (5 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 : 8.57 vs. ONCFX (5.92). FHLKX return over 5 years is better than : 19.08 vs. ONCFX (15.58).
| 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 | 29 years | - |
| Gain YTD | 6.710 | 5.770 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 64.1M | 4.02B | 2% |
| Annual Yield % from dividends | 2.82 | 3.53 | 80% |
| Returns for 1 year | 8.57 | 5.92 | 145% |
| Returns for 3 years | 23.01 | 17.64 | 130% |
| Returns for 5 years | 19.08 | 15.58 | 122% |
| Returns for 10 years | N/A | 28.03 | - |
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