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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
Sep 12, 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: 279M vs. HLFNX (29.1M). FIDAX pays higher dividends than HLFNX: FIDAX (0.86) vs HLFNX (0.00). FIDAX was incepted earlier than HLFNX: FIDAX (31 years) vs HLFNX (30 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 : -2.91 vs. FIDAX (-24.01). HLFNX return over 5 years is better than : 2.63 vs. FIDAX (-30.76).
| FIDAX | HLFNX | FIDAX / HLFNX | |
| Total Expense Ratio | 1.29 | 1.88 | 69% |
| Annual Report Gross Expense Ratio | 1.30 | 1.88 | 69% |
| Fund Existence | 31 years | 30 years | - |
| Gain YTD | 7.410 | 3.370 | 220% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 29.1M | 959% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | -24.01 | -2.91 | 825% |
| Returns for 3 years | 6.30 | 69.23 | 9% |
| Returns for 5 years | -30.76 | 2.63 | -1,168% |
| Returns for 10 years | -3.50 | 125.54 | -3% |
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