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FHLSX vs ONCFX
FHLSX vs ONCFX Comparison
Open Charts FHLSX vs ONCFX
Fidelity Health Savings
Price$10.57
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets62.57M
JPMorgan Investor Conservative Growth I
Price$12.76
Change-$0.07 (-0.55%)
VolumeN/A
Net Assets3.95B
FHLSX vs ONCFX Comparison Chart
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FHLSX vs. ONCFX commentary
Jun 15, 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.
FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 3.95B vs. FHLSX (62.6M). ONCFX pays higher dividends than FHLSX: ONCFX (3.57) vs FHLSX (2.76). FHLSX was incepted earlier than ONCFX: FHLSX (5 years) vs ONCFX (29 years). ONCFX (0.69) is less costly to investors than FHLSX (0.49). FHLSX is a more actively managed with annual turnover of: 28.00 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 : 8.30 vs. ONCFX (5.75). FHLSX return over 5 years is better than : 19.38 vs. ONCFX (16.28).
| FHLSX | ONCFX | FHLSX / ONCFX | |
| Total Expense Ratio | 0.49 | 0.69 | 71% |
| Annual Report Gross Expense Ratio | 0.49 | 0.69 | 71% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 4.938 | 4.267 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 62.6M | 3.95B | 2% |
| Annual Yield % from dividends | 2.76 | 3.57 | 77% |
| Returns for 1 year | 8.30 | 5.75 | 144% |
| Returns for 3 years | 22.37 | 17.61 | 127% |
| Returns for 5 years | 19.38 | 16.28 | 119% |
| Returns for 10 years | N/A | 26.26 | - |