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FNFWX vs HERSX
FNFWX vs HERSX Comparison
Open Charts FNFWX vs HERSX
FNFWX vs HERSX Comparison Chart in %
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FNFWX vs. HERSX commentary
Sep 18, 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 FNFWX is a Hold and HERSX is a Hold.
FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 90B vs. HERSX (672M). HERSX pays higher dividends than FNFWX: HERSX (2.10) vs FNFWX (1.15). FNFWX was incepted earlier than HERSX: FNFWX (6 years) vs HERSX (15 years). HERSX (1.43) is less costly to investors than FNFWX (0.69). HERSX is a more actively managed with annual turnover of: 109.00 vs. FNFWX (46.00). HERSX has a lower initial minimum investment than FNFWX: HERSX (0) vs FNFWX (250). HERSX annual gain was more profitable for investors over the last year : 23.61 vs. FNFWX (13.90). HERSX return over 5 years is better than : 56.19 vs. FNFWX (18.70).
| FNFWX | HERSX | FNFWX / HERSX | |
| Total Expense Ratio | 0.69 | 1.43 | 48% |
| Annual Report Gross Expense Ratio | 0.69 | 1.43 | 48% |
| Fund Existence | 6 years | 15 years | - |
| Gain YTD | 14.660 | 22.990 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90B | 672M | 13,393% |
| Annual Yield % from dividends | 1.15 | 2.10 | 55% |
| Returns for 1 year | 13.90 | 23.61 | 59% |
| Returns for 3 years | 52.40 | 86.02 | 61% |
| Returns for 5 years | 18.70 | 56.19 | 33% |
| Returns for 10 years | N/A | 140.34 | - |
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