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FIDAX vs HILFX
FIDAX vs HILFX Comparison
Open Charts FIDAX vs HILFX
JHancock Financial Industries A
Price$17.30
Change-$0.07 (-0.40%)
VolumeN/A
Net Assets282.64M
Hennessy Large Cap Financial Instl
Price$28.52
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets27.66M
FIDAX vs HILFX Comparison Chart
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FIDAX vs. HILFX commentary
Apr 26, 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 FIDAX is a Buy and HILFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 283M vs. HILFX (27.7M). FIDAX pays higher dividends than HILFX: FIDAX (1.14) vs HILFX (0.79). FIDAX was incepted earlier than HILFX: FIDAX (29 years) vs HILFX (10 years). HILFX (1.47) is less costly to investors than FIDAX (1.28). FIDAX is a more actively managed with annual turnover of: 61.00 vs. HILFX (37.00). FIDAX has a lower initial minimum investment than HILFX: FIDAX (1000) vs HILFX (250000). HILFX annual gain was more profitable for investors over the last year : 16.49 vs. FIDAX (7.80). HILFX return over 5 years is better than : 51.36 vs. FIDAX (31.75).
| FIDAX | HILFX | FIDAX / HILFX | |
| Total Expense Ratio | 1.27 | 1.47 | 86% |
| Annual Report Gross Expense Ratio | 1.28 | 1.47 | 87% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | -3.821 | -4.139 | 92% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 27.7M | 1,022% |
| Annual Yield % from dividends | 1.14 | 0.79 | 145% |
| Returns for 1 year | 7.80 | 16.49 | 47% |
| Returns for 3 years | 3.57 | 12.53 | 29% |
| Returns for 5 years | 31.75 | 51.36 | 62% |
| Returns for 10 years | 4.87 | N/A | - |
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