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FNWFX vs HLFMX
FNWFX vs HLFMX Comparison
Open Charts FNWFX vs HLFMX
FNWFX vs HLFMX Comparison Chart in %
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FNWFX vs. HLFMX 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 FNWFX is a StrongBuy and HLFMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNWFX has more cash in the bank: 90B vs. HLFMX (121M). HLFMX pays higher dividends than FNWFX: HLFMX (3.33) vs FNWFX (1.24). FNWFX was incepted earlier than HLFMX: FNWFX (10 years) vs HLFMX (18 years). HLFMX (1.42) 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 : 17.45 vs. HLFMX (9.03). HLFMX (19.11) and FNWFX (18.61) have equivalent 5 years return.
| FNWFX | HLFMX | FNWFX / HLFMX | |
| Total Expense Ratio | 0.57 | 1.42 | 40% |
| Annual Report Gross Expense Ratio | 0.57 | 1.42 | 40% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 16.572 | 7.727 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90B | 121M | 74,380% |
| Annual Yield % from dividends | 1.24 | 3.33 | 37% |
| Returns for 1 year | 17.45 | 9.03 | 193% |
| Returns for 3 years | 54.72 | 42.17 | 130% |
| Returns for 5 years | 18.61 | 19.11 | 97% |
| Returns for 10 years | N/A | 52.61 | - |
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