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FNFWX vs HLEZX
FNFWX vs HLEZX Comparison
Open Charts FNFWX vs HLEZX
FNFWX vs HLEZX Comparison Chart in %
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FNFWX vs. HLEZX commentary
Sep 13, 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 Buy and HLEZX is a Buy.
FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 90B vs. HLEZX (550M). HLEZX pays higher dividends than FNFWX: HLEZX (2.04) vs FNFWX (1.15). FNFWX was incepted earlier than HLEZX: FNFWX (6 years) vs HLEZX (13 years). HLEZX (1.08) is less costly to investors than FNFWX (0.69). FNFWX is a more actively managed with annual turnover of: 46.00 vs. HLEZX (25.00). FNFWX has a lower initial minimum investment than HLEZX: FNFWX (250) vs HLEZX (5000000). FNFWX annual gain was more profitable for investors over the last year : 17.30 vs. HLEZX (-25.64). FNFWX return over 5 years is better than : 19.42 vs. HLEZX (-40.91).
| FNFWX | HLEZX | FNFWX / HLEZX | |
| Total Expense Ratio | 0.69 | 0.95 | 73% |
| Annual Report Gross Expense Ratio | 0.69 | 1.08 | 64% |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 16.477 | 34.467 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90B | 550M | 16,364% |
| Annual Yield % from dividends | 1.15 | 2.04 | 56% |
| Returns for 1 year | 17.30 | -25.64 | -67% |
| Returns for 3 years | 54.15 | -14.94 | -362% |
| Returns for 5 years | 19.42 | -40.91 | -47% |
| Returns for 10 years | N/A | -5.76 | - |
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