Interact to see
Advertisement
Advertisement
FIDAX vs HLFNX
FIDAX vs HLFNX Comparison
Open Charts FIDAX vs HLFNX
FIDAX vs HLFNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIDAX vs. HLFNX commentary
Aug 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 Buy and HLFNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 282M vs. HLFNX (29.6M). FIDAX pays higher dividends than HLFNX: FIDAX (0.86) vs HLFNX (0.00). FIDAX was incepted earlier than HLFNX: FIDAX (30 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 : -0.41 vs. FIDAX (-21.69). HLFNX return over 5 years is better than : 4.90 vs. FIDAX (-30.06).
| 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 | 30 years | - |
| Gain YTD | 7.043 | 3.431 | 205% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 29.6M | 953% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | -21.69 | -0.41 | 5,347% |
| Returns for 3 years | 2.64 | 59.57 | 4% |
| Returns for 5 years | -30.06 | 4.90 | -613% |
| Returns for 10 years | 0.54 | 134.82 | 0% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers