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FIDAX vs HILFX
FIDAX vs HILFX Comparison
Open Charts FIDAX vs HILFX
JHancock Financial Industries A
Price$20.58
Change+$0.07 (+0.34%)
VolumeN/A
CapitalizationN/A
Hennessy Large Cap Financial Instl
Price$31.30
Change+$0.37 (+1.20%)
VolumeN/A
CapitalizationN/A
FIDAX vs HILFX Comparison Chart
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FIDAX vs. HILFX commentary
Nov 18, 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 FIDAX is a Buy and HILFX is a Buy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 523M vs. HILFX (32M). HILFX pays higher dividends than FIDAX: HILFX (1.78) vs FIDAX (1.62). FIDAX was incepted earlier than HILFX: FIDAX (29 years) vs HILFX (9 years). HILFX is a more actively managed with annual turnover of: 114.00 vs. FIDAX (72.00). 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 : 55.86 vs. FIDAX (47.23). HILFX return over 5 years is better than : 35.65 vs. FIDAX (8.79).
| FIDAX | HILFX | FIDAX / HILFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 34.247 | 34.740 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 523M | 32M | 1,634% |
| Annual Yield % from dividends | 1.62 | 1.78 | 91% |
| Returns for 1 year | 47.23 | 55.86 | 85% |
| Returns for 3 years | -13.98 | -11.35 | 123% |
| Returns for 5 years | 8.79 | 35.65 | 25% |
| Returns for 10 years | 27.12 | N/A | - |
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