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FIDCX vs HLFNX
FIDCX vs HLFNX Comparison
Open Charts FIDCX vs HLFNX
FIDCX vs HLFNX Comparison Chart in %
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FIDCX 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 FIDCX is a Hold and HLFNX is a Buy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 260M vs. HLFNX (27.7M). FIDCX pays higher dividends than HLFNX: FIDCX (0.27) vs HLFNX (0.00). FIDCX was incepted earlier than HLFNX: FIDCX (27 years) vs HLFNX (29 years). FIDCX (2.00) is less costly to investors than HLFNX (1.88). FIDCX is a more actively managed with annual turnover of: 63.00 vs. HLFNX (48.00). FIDCX has a lower initial minimum investment than HLFNX: FIDCX (1000) vs HLFNX (2500). HLFNX annual gain was more profitable for investors over the last year : 1.42 vs. FIDCX (-35.50). HLFNX return over 5 years is better than : -3.45 vs. FIDCX (-48.79).
| FIDCX | HLFNX | FIDCX / HLFNX | |
| Total Expense Ratio | 1.99 | 1.88 | 106% |
| Annual Report Gross Expense Ratio | 2.00 | 1.88 | 106% |
| Fund Existence | 27 years | 29 years | - |
| Gain YTD | -2.910 | -5.567 | 52% |
| Front Load | N/A | 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 | 0.27 | 0.00 | - |
| Returns for 1 year | -35.50 | 1.42 | -2,496% |
| Returns for 3 years | -11.21 | 65.18 | -17% |
| Returns for 5 years | -48.79 | -3.45 | 1,415% |
| Returns for 10 years | -30.85 | 108.44 | -28% |
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