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FHLKX vs ONCFX
FHLKX vs ONCFX Comparison
Open Charts FHLKX vs ONCFX
Fidelity Health Savings K
Price$11.07
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets66.54M
JPMorgan Investor Conservative Growth I
Price$13.34
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.21B
FHLKX vs ONCFX Comparison Chart in %
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FHLKX vs. ONCFX commentary
Oct 07, 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: 4.22B vs. FHLKX (66.5M). ONCFX pays higher dividends than FHLKX: ONCFX (3.43) vs FHLKX (2.70). 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 (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 : 9.43 vs. ONCFX (6.49). FHLKX return over 5 years is better than : 20.71 vs. ONCFX (16.21).
| 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 | 10.611 | 9.537 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 66.5M | 4.22B | 2% |
| Annual Yield % from dividends | 2.70 | 3.43 | 79% |
| Returns for 1 year | 9.43 | 6.49 | 145% |
| Returns for 3 years | 33.10 | 26.52 | 125% |
| Returns for 5 years | 20.71 | 16.21 | 128% |
| Returns for 10 years | N/A | 34.94 | - |
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