Interact to see
Advertisement
Advertisement
FNWFX vs HLFMX
FNWFX vs HLFMX Comparison
Open Charts FNWFX vs HLFMX
FNWFX vs HLFMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FNWFX vs. HLFMX commentary
Jun 14, 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 FNWFX is a Hold and HLFMX is a Hold.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 90.9B vs. HLFMX (118M). HLFMX pays higher dividends than FNWFX: HLFMX (3.51) vs FNWFX (1.24). FNWFX was incepted earlier than HLFMX: FNWFX (9 years) vs HLFMX (18 years). HLFMX (1.41) is less costly to investors than FNWFX (0.57). FNWFX is a more actively managed with annual turnover of: 46.00 vs. HLFMX (29.00). HLFMX has a lower initial minimum investment than FNWFX: HLFMX (100000) vs FNWFX (1000000). FNWFX annual gain was more profitable for investors over the last year : 23.95 vs. HLFMX (12.87). HLFMX return over 5 years is better than : 19.87 vs. FNWFX (16.26).
| FNWFX | HLFMX | FNWFX / HLFMX | |
| Total Expense Ratio | 0.57 | 1.41 | 40% |
| Annual Report Gross Expense Ratio | 0.57 | 1.41 | 40% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 14.223 | 3.583 | 397% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.9B | 118M | 77,034% |
| Annual Yield % from dividends | 1.24 | 3.51 | 35% |
| Returns for 1 year | 23.95 | 12.87 | 186% |
| Returns for 3 years | 50.54 | 38.03 | 133% |
| Returns for 5 years | 16.26 | 19.87 | 82% |
| Returns for 10 years | N/A | 44.97 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers