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FWWNX vs HLFMX
FWWNX vs HLFMX Comparison
Open Charts FWWNX vs HLFMX
FWWNX vs HLFMX Comparison Chart in %
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FWWNX vs. HLFMX commentary
Sep 21, 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 FWWNX is a Hold and HLFMX is a Hold.
FUNDAMENTALS
Fundamentals
FWWNX has more cash in the bank: 90B vs. HLFMX (109M). HLFMX pays higher dividends than FWWNX: HLFMX (3.33) vs FWWNX (1.21). FWWNX was incepted earlier than HLFMX: FWWNX (6 years) vs HLFMX (18 years). HLFMX (1.42) is less costly to investors than FWWNX (0.62). FWWNX is a more actively managed with annual turnover of: 46.00 vs. HLFMX (29.00). FWWNX has a lower initial minimum investment than HLFMX: FWWNX (250) vs HLFMX (100000). FWWNX annual gain was more profitable for investors over the last year : 14.47 vs. HLFMX (7.89). FWWNX (19.67) and HLFMX (19.19) have equivalent 5 years return.
| FWWNX | HLFMX | FWWNX / HLFMX | |
| Total Expense Ratio | 0.62 | 1.42 | 44% |
| Annual Report Gross Expense Ratio | 0.62 | 1.42 | 44% |
| Fund Existence | 6 years | 18 years | - |
| Gain YTD | 15.534 | 6.943 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90B | 109M | 82,569% |
| Annual Yield % from dividends | 1.21 | 3.33 | 36% |
| Returns for 1 year | 14.47 | 7.89 | 184% |
| Returns for 3 years | 54.15 | 42.70 | 127% |
| Returns for 5 years | 19.67 | 19.19 | 102% |
| Returns for 10 years | N/A | 50.88 | - |
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