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FIDAX vs HILFX
FIDAX vs HILFX Comparison
Open Charts FIDAX vs HILFX
JHancock Financial Industries A
Price$19.45
Change+$0.20 (+1.04%)
VolumeN/A
Net Assets308.62M
Hennessy Large Cap Financial Instl
Price$35.03
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets32.73M
FIDAX vs HILFX Comparison Chart in %
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FIDAX vs. HILFX commentary
Jul 04, 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 StrongBuy and HILFX is a Buy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 309M vs. HILFX (32.7M). FIDAX pays higher dividends than HILFX: FIDAX (1.08) vs HILFX (0.66). FIDAX was incepted earlier than HILFX: FIDAX (29 years) vs HILFX (10 years). HILFX (1.57) 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 : 41.05 vs. FIDAX (16.12). HILFX return over 5 years is better than : 61.44 vs. FIDAX (29.36).
| FIDAX | HILFX | FIDAX / HILFX | |
| Total Expense Ratio | 1.27 | 1.57 | 81% |
| Annual Report Gross Expense Ratio | 1.28 | 1.57 | 82% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 6.589 | 17.160 | 38% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 32.7M | 945% |
| Annual Yield % from dividends | 1.08 | 0.66 | 163% |
| Returns for 1 year | 16.12 | 41.05 | 39% |
| Returns for 3 years | 24.05 | 51.90 | 46% |
| Returns for 5 years | 29.36 | 61.44 | 48% |
| Returns for 10 years | 15.45 | 86.68 | 18% |
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