FIDAX
Price
$13.99
Change
+$0.12 (+0.87%)
Updated
Jun 22 closing price
Net Assets
272.21M
HLFNX
Price
$33.33
Change
+$0.28 (+0.85%)
Updated
Jun 22 closing price
Net Assets
29.12M
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FIDAX vs HLFNX

FIDAX vs HLFNX Comparison Chart in %
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FIDAX vs. HLFNX commentary
Jun 24, 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.

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FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 272M vs. HLFNX (29.1M). 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 : 4.26 vs. FIDAX (-23.69). HLFNX return over 5 years is better than : 3.43 vs. FIDAX (-32.81).
FIDAXHLFNXFIDAX / HLFNX
Total Expense Ratio1.291.8869%
Annual Report Gross Expense Ratio1.301.8869%
Fund Existence30 years29 years-
Gain YTD1.761-0.542-325%
Front Load5%N/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets272M29.1M935%
Annual Yield % from dividends0.910.00-
Returns for 1 year-23.694.26-556%
Returns for 3 years8.0477.1610%
Returns for 5 years-32.813.43-955%
Returns for 10 years-0.40136.49-0%
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