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FHLSX vs ONCFX
FHLSX vs ONCFX Comparison
Open Charts FHLSX vs ONCFX
Fidelity Health Savings
Price$10.25
Change+$0.08 (+0.79%)
VolumeN/A
Net Assets60.78M
JPMorgan Investor Conservative Growth I
Price$12.47
Change+$0.10 (+0.81%)
VolumeN/A
Net Assets3.87B
FHLSX vs ONCFX Comparison Chart
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FHLSX vs. ONCFX commentary
Apr 25, 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: 3.87B 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 : 6.35 vs. ONCFX (4.78). FHLSX return over 5 years is better than : 18.77 vs. ONCFX (16.47).
| 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 | 0.134 | -0.004 | -3,079% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 60.8M | 3.87B | 2% |
| Annual Yield % from dividends | 2.71 | 3.59 | 76% |
| Returns for 1 year | 6.35 | 4.78 | 133% |
| Returns for 3 years | 8.63 | 5.87 | 147% |
| Returns for 5 years | 18.77 | 16.47 | 114% |
| Returns for 10 years | N/A | 19.90 | - |
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