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FHLSX vs ONCFX
FHLSX vs ONCFX Comparison
Open Charts FHLSX vs ONCFX
Fidelity Health Savings
Price$10.84
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets64.34M
JPMorgan Investor Conservative Growth I
Price$13.09
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets4.08B
FHLSX vs ONCFX Comparison Chart in %
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FHLSX vs. ONCFX commentary
Aug 17, 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: 4.08B vs. FHLSX (64.3M). ONCFX pays higher dividends than FHLSX: ONCFX (3.53) vs FHLSX (2.77). 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 : 8.58 vs. ONCFX (5.81). FHLSX return over 5 years is better than : 17.29 vs. ONCFX (14.29).
| 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 | 7.692 | 6.930 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | 1000000 | - |
| Net Assets | 64.3M | 4.08B | 2% |
| Annual Yield % from dividends | 2.77 | 3.53 | 79% |
| Returns for 1 year | 8.58 | 5.81 | 148% |
| Returns for 3 years | 17.86 | 13.71 | 130% |
| Returns for 5 years | 17.29 | 14.29 | 121% |
| Returns for 10 years | N/A | 29.93 | - |
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