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FIDSX vs HLFNX
FIDSX vs HLFNX Comparison
Open Charts FIDSX vs HLFNX
FIDSX vs HLFNX Comparison Chart in %
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FIDSX 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 FIDSX is a Buy and HLFNX is a Buy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 784M vs. HLFNX (27.7M). FIDSX pays higher dividends than HLFNX: FIDSX (1.72) vs HLFNX (0.00). FIDSX was incepted earlier than HLFNX: FIDSX (45 years) vs HLFNX (29 years). HLFNX (1.88) is less costly to investors than FIDSX (0.68). HLFNX is a more actively managed with annual turnover of: 48.00 vs. FIDSX (37.00). FIDSX has a lower initial minimum investment than HLFNX: FIDSX (0) vs HLFNX (2500). FIDSX annual gain was more profitable for investors over the last year : 3.41 vs. HLFNX (1.42). FIDSX return over 5 years is better than : 26.78 vs. HLFNX (-3.45).
| FIDSX | HLFNX | FIDSX / HLFNX | |
| Total Expense Ratio | 0.68 | 1.88 | 36% |
| Annual Report Gross Expense Ratio | 0.68 | 1.88 | 36% |
| Fund Existence | 45 years | 29 years | - |
| Gain YTD | -3.703 | -5.567 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 784M | 27.7M | 2,830% |
| Annual Yield % from dividends | 1.72 | 0.00 | - |
| Returns for 1 year | 3.41 | 1.42 | 240% |
| Returns for 3 years | 59.32 | 65.18 | 91% |
| Returns for 5 years | 26.78 | -3.45 | -777% |
| Returns for 10 years | 108.00 | 108.44 | 100% |
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