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FIDAX vs HILFX
FIDAX vs HILFX Comparison
Open Charts FIDAX vs HILFX
JHancock Financial Industries A
Price$18.22
Change+$0.22 (+1.22%)
VolumeN/A
Net Assets370.9M
Hennessy Large Cap Financial Instl
Price$29.33
Change+$0.50 (+1.73%)
VolumeN/A
Net Assets28.25M
FIDAX vs HILFX Comparison Chart
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FIDAX vs. HILFX commentary
Apr 03, 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 Buy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 371M vs. HILFX (28.2M). 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 : 17.74 vs. FIDAX (9.15). HILFX return over 5 years is better than : 76.13 vs. FIDAX (47.11).
| 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 | -0.221 | -2.995 | 7% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 28.2M | 1,316% |
| Annual Yield % from dividends | 1.14 | 0.79 | 145% |
| Returns for 1 year | 9.15 | 17.74 | 52% |
| Returns for 3 years | -0.45 | 3.81 | -12% |
| Returns for 5 years | 47.11 | 76.13 | 62% |
| Returns for 10 years | 10.46 | N/A | - |
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