FAGNX
Price
$43.69
Change
-$0.02 (-0.05%)
Updated
Dec 20 closing price
HNRGX
Price
$25.92
Change
+$0.15 (+0.58%)
Updated
Dec 20 closing price
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FAGNX vs HNRGX

Header iconFAGNX vs HNRGX Comparison
Open Charts FAGNX vs HNRGXBanner chart's image
Fidelity Advisor Energy M
Price$43.69
Change-$0.02 (-0.05%)
VolumeN/A
CapitalizationN/A
Hennessy Energy Transition Investor
Price$25.92
Change+$0.15 (+0.58%)
VolumeN/A
CapitalizationN/A
FAGNX vs HNRGX Comparison Chart
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FAGNX vs. HNRGX commentary
Dec 24, 2024

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 FAGNX is a Sell and HNRGX is a Hold.

FUNDAMENTALS
Fundamentals
FAGNX has more cash in the bank: 1.24B vs. HNRGX (14M). FAGNX pays higher dividends than HNRGX: FAGNX (1.49) vs HNRGX (0.00). FAGNX was incepted earlier than HNRGX: FAGNX (37 years) vs HNRGX (11 years). HNRGX is a more actively managed with annual turnover of: 28.00 vs. FAGNX (21.00). FAGNX has a lower initial minimum investment than HNRGX: FAGNX (0) vs HNRGX (2500). HNRGX annual gain was more profitable for investors over the last year : 8.41 vs. FAGNX (-0.50). HNRGX return over 5 years is better than : 93.84 vs. FAGNX (70.48).
FAGNXHNRGXFAGNX / HNRGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence37 years11 years-
Gain YTD0.2669.2293%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets1.24B14M8,871%
Annual Yield % from dividends1.490.00-
Returns for 1 year-0.508.41-6%
Returns for 3 years66.0068.3497%
Returns for 5 years70.4893.8475%
Returns for 10 years33.1352.0164%
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