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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
Jul 14, 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: 279M vs. HLFNX (29.5M). FIDCX pays higher dividends than HLFNX: FIDCX (0.26) vs HLFNX (0.00). FIDCX was incepted earlier than HLFNX: FIDCX (27 years) vs HLFNX (30 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 : -0.03 vs. FIDCX (-31.36). HLFNX return over 5 years is better than : 4.36 vs. FIDCX (-41.94).
| 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 | 30 years | - |
| Gain YTD | 5.238 | 2.528 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 29.5M | 946% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | -31.36 | -0.03 | 106,865% |
| Returns for 3 years | -7.30 | 70.64 | -10% |
| Returns for 5 years | -41.94 | 4.36 | -962% |
| Returns for 10 years | -22.85 | 130.47 | -18% |
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