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FNFWX vs HLFMX
FNFWX vs HLFMX Comparison
Open Charts FNFWX vs HLFMX
FNFWX vs HLFMX Comparison Chart in %
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FNFWX vs. HLFMX 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 HLFMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 90B vs. HLFMX (121M). HLFMX pays higher dividends than FNFWX: HLFMX (3.33) vs FNFWX (1.15). FNFWX was incepted earlier than HLFMX: FNFWX (6 years) vs HLFMX (18 years). HLFMX (1.42) is less costly to investors than FNFWX (0.69). FNFWX is a more actively managed with annual turnover of: 46.00 vs. HLFMX (29.00). FNFWX has a lower initial minimum investment than HLFMX: FNFWX (250) vs HLFMX (100000). FNFWX annual gain was more profitable for investors over the last year : 17.30 vs. HLFMX (9.03). FNFWX (19.42) and HLFMX (19.11) have equivalent 5 years return.
| FNFWX | HLFMX | FNFWX / HLFMX | |
| Total Expense Ratio | 0.69 | 1.42 | 49% |
| Annual Report Gross Expense Ratio | 0.69 | 1.42 | 49% |
| Fund Existence | 6 years | 18 years | - |
| Gain YTD | 16.477 | 7.727 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90B | 121M | 74,380% |
| Annual Yield % from dividends | 1.15 | 3.33 | 35% |
| Returns for 1 year | 17.30 | 9.03 | 191% |
| Returns for 3 years | 54.15 | 42.17 | 128% |
| Returns for 5 years | 19.42 | 19.11 | 102% |
| Returns for 10 years | N/A | 52.61 | - |
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