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FHLSX vs ONCFX
FHLSX vs ONCFX Comparison
Open Charts FHLSX vs ONCFX
Fidelity Health Savings
Price$10.43
Change-$0.07 (-0.67%)
VolumeN/A
Net Assets61.26M
JPMorgan Investor Conservative Growth I
Price$12.60
Change-$0.10 (-0.79%)
VolumeN/A
Net Assets3.92B
FHLSX vs ONCFX Comparison Chart
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FHLSX vs. ONCFX commentary
May 23, 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: 3.92B vs. FHLSX (61.3M). ONCFX pays higher dividends than FHLSX: ONCFX (3.60) vs FHLSX (2.73). 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: 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 : 7.37 vs. ONCFX (5.27). FHLSX return over 5 years is better than : 20.02 vs. ONCFX (17.38).
| 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 | 28 years | - |
| Gain YTD | 3.635 | 2.951 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 61.3M | 3.92B | 2% |
| Annual Yield % from dividends | 2.73 | 3.60 | 76% |
| Returns for 1 year | 7.37 | 5.27 | 140% |
| Returns for 3 years | 16.16 | 12.31 | 131% |
| Returns for 5 years | 20.02 | 17.38 | 115% |
| Returns for 10 years | N/A | 23.69 | - |
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