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HULFX vs OWVAX
HULFX vs OWVAX Comparison
Open Charts HULFX vs OWVAX
Hawaiian Tax-Free Trust F
Price$10.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets380.2M
Sterling Capital WV Interm Tax-Free I
Price$9.55
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets49.69M
HULFX vs OWVAX Comparison Chart in %
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HULFX vs. OWVAX commentary
Dec 02, 2025
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 HULFX is a Hold and OWVAX is a Hold.
FUNDAMENTALS
Fundamentals
HULFX has more cash in the bank: 380M vs. OWVAX (49.7M). OWVAX pays higher dividends than HULFX: OWVAX (2.88) vs HULFX (2.47). HULFX was incepted earlier than OWVAX: HULFX (7 years) vs OWVAX (32 years). HULFX (0.76) is less costly to investors than OWVAX (0.63). OWVAX is a more actively managed with annual turnover of: 25.08 vs. HULFX (18.00). HULFX has a lower initial minimum investment than OWVAX: HULFX (0) vs OWVAX (1000000). OWVAX annual gain was more profitable for investors over the last year : 3.64 vs. HULFX (2.99). OWVAX return over 5 years is better than : 4.18 vs. HULFX (1.80).
| HULFX | OWVAX | HULFX / OWVAX | |
| Total Expense Ratio | 0.76 | 0.63 | 121% |
| Annual Report Gross Expense Ratio | 0.76 | 0.63 | 121% |
| Fund Existence | 7 years | 32 years | - |
| Gain YTD | 3.704 | 4.239 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 49.7M | 765% |
| Annual Yield % from dividends | 2.47 | 2.88 | 86% |
| Returns for 1 year | 2.99 | 3.64 | 82% |
| Returns for 3 years | 8.75 | 10.04 | 87% |
| Returns for 5 years | 1.80 | 4.18 | 43% |
| Returns for 10 years | N/A | 18.51 | - |
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