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FIDAX vs HLFNX
FIDAX vs HLFNX Comparison
Open Charts FIDAX vs HLFNX
FIDAX vs HLFNX Comparison Chart in %
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FIDAX vs. HLFNX commentary
Jun 03, 2026
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 FIDAX is a Hold and HLFNX is a Buy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 260M vs. HLFNX (27.7M). FIDAX pays higher dividends than HLFNX: FIDAX (0.91) vs HLFNX (0.00). FIDAX was incepted earlier than HLFNX: FIDAX (30 years) vs HLFNX (29 years). HLFNX (1.88) is less costly to investors than FIDAX (1.30). FIDAX is a more actively managed with annual turnover of: 63.00 vs. HLFNX (48.00). FIDAX has a lower initial minimum investment than HLFNX: FIDAX (1000) vs HLFNX (2500). HLFNX annual gain was more profitable for investors over the last year : 1.42 vs. FIDAX (-28.34). HLFNX return over 5 years is better than : -3.45 vs. FIDAX (-38.24).
| FIDAX | HLFNX | FIDAX / HLFNX | |
| Total Expense Ratio | 1.29 | 1.88 | 69% |
| Annual Report Gross Expense Ratio | 1.30 | 1.88 | 69% |
| Fund Existence | 30 years | 29 years | - |
| Gain YTD | -2.568 | -5.567 | 46% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 27.7M | 939% |
| Annual Yield % from dividends | 0.91 | 0.00 | - |
| Returns for 1 year | -28.34 | 1.42 | -1,993% |
| Returns for 3 years | 1.84 | 65.18 | 3% |
| Returns for 5 years | -38.24 | -3.45 | 1,109% |
| Returns for 10 years | -11.72 | 108.44 | -11% |
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