FHLSX
Price
$10.20
Change
-$0.13 (-1.26%)
Updated
Apr 3 closing price
Net Assets
60.78M
ONCFX
Price
$12.47
Change
-$0.12 (-0.95%)
Updated
Apr 3 closing price
Net Assets
3.96B
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FHLSX vs ONCFX

Header iconFHLSX vs ONCFX Comparison
Open Charts FHLSX vs ONCFXBanner chart's image
Fidelity Health Savings
Price$10.20
Change-$0.13 (-1.26%)
VolumeN/A
Net Assets60.78M
JPMorgan Investor Conservative Growth I
Price$12.47
Change-$0.12 (-0.95%)
VolumeN/A
Net Assets3.96B
FHLSX vs ONCFX Comparison Chart
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FHLSX vs. ONCFX commentary
Apr 04, 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 FHLSX is a StrongBuy and ONCFX is a Hold.

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FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 3.96B vs. FHLSX (60.8M). ONCFX pays higher dividends than FHLSX: ONCFX (3.59) vs FHLSX (2.71). FHLSX was incepted earlier than ONCFX: FHLSX (5 years) vs ONCFX (28 years). ONCFX (0.69) is less costly to investors than FHLSX (0.49). FHLSX is a more actively managed with annual turnover of: 46.00 vs. ONCFX (8.00). FHLSX has a lower initial minimum investment than ONCFX: FHLSX (0) vs ONCFX (1000000). FHLSX annual gain was more profitable for investors over the last year : 6.27 vs. ONCFX (5.01). FHLSX return over 5 years is better than : 26.49 vs. ONCFX (24.50).
FHLSXONCFXFHLSX / ONCFX
Total Expense Ratio0.490.6971%
Annual Report Gross Expense Ratio0.490.6971%
Fund Existence5 years28 years-
Gain YTD1.3441.77476%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/A1000000-
Net Assets60.8M3.96B2%
Annual Yield % from dividends2.713.5976%
Returns for 1 year6.275.01125%
Returns for 3 years6.114.24144%
Returns for 5 years26.4924.50108%
Returns for 10 yearsN/A22.68-
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