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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 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 FIDSX is a Hold and HLFNX is a Buy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 784M vs. HLFNX (29.1M). 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 : 8.49 vs. HLFNX (4.26). FIDSX return over 5 years is better than : 39.81 vs. HLFNX (3.43).
| 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 | 0.689 | -0.542 | -127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 784M | 29.1M | 2,694% |
| Annual Yield % from dividends | 1.72 | 0.00 | - |
| Returns for 1 year | 8.49 | 4.26 | 199% |
| Returns for 3 years | 69.43 | 77.16 | 90% |
| Returns for 5 years | 39.81 | 3.43 | 1,159% |
| Returns for 10 years | 128.47 | 136.49 | 94% |
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