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FNFWX vs HLMOX
FNFWX vs HLMOX Comparison
Open Charts FNFWX vs HLMOX
FNFWX vs HLMOX Comparison Chart in %
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FNFWX vs. HLMOX commentary
Sep 12, 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 HLMOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNFWX has more cash in the bank: 90B vs. HLMOX (121M). HLMOX pays higher dividends than FNFWX: HLMOX (3.05) vs FNFWX (1.15). FNFWX was incepted earlier than HLMOX: FNFWX (6 years) vs HLMOX (16 years). HLMOX (2.18) is less costly to investors than FNFWX (0.69). FNFWX is a more actively managed with annual turnover of: 46.00 vs. HLMOX (29.00). FNFWX has a lower initial minimum investment than HLMOX: FNFWX (250) vs HLMOX (5000). FNFWX annual gain was more profitable for investors over the last year : 17.30 vs. HLMOX (8.61). FNFWX return over 5 years is better than : 19.42 vs. HLMOX (17.89).
| FNFWX | HLMOX | FNFWX / HLMOX | |
| Total Expense Ratio | 0.69 | 1.75 | 39% |
| Annual Report Gross Expense Ratio | 0.69 | 2.18 | 32% |
| Fund Existence | 6 years | 16 years | - |
| Gain YTD | 16.477 | 7.511 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90B | 121M | 74,380% |
| Annual Yield % from dividends | 1.15 | 3.05 | 38% |
| Returns for 1 year | 17.30 | 8.61 | 201% |
| Returns for 3 years | 54.15 | 40.78 | 133% |
| Returns for 5 years | 19.42 | 17.89 | 109% |
| Returns for 10 years | N/A | 48.48 | - |
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