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FIDAX vs HILFX
FIDAX vs HILFX Comparison
Open Charts FIDAX vs HILFX
JHancock Financial Industries A
Price$18.80
Change+$0.24 (+1.29%)
VolumeN/A
Net Assets299.13M
Hennessy Large Cap Financial Instl
Price$32.14
Change+$0.66 (+2.10%)
VolumeN/A
Net Assets29.95M
FIDAX vs HILFX Comparison Chart
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FIDAX vs. HILFX commentary
Jun 07, 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: 299M vs. HILFX (29.9M). FIDAX pays higher dividends than HILFX: FIDAX (1.11) vs HILFX (0.73). 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 : 28.66 vs. FIDAX (13.79). HILFX return over 5 years is better than : 35.78 vs. FIDAX (15.00).
| 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 | 2.769 | 5.922 | 47% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 29.9M | 1,000% |
| Annual Yield % from dividends | 1.11 | 0.73 | 152% |
| Returns for 1 year | 13.79 | 28.66 | 48% |
| Returns for 3 years | 8.97 | 22.64 | 40% |
| Returns for 5 years | 15.00 | 35.78 | 42% |
| Returns for 10 years | 10.09 | N/A | - |
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