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FIDAX vs HISFX
FIDAX vs HISFX Comparison
Open Charts FIDAX vs HISFX
JHancock Financial Industries A
Price$19.05
Change-$0.07 (-0.37%)
VolumeN/A
Net Assets305.69M
Hennessy Small Cap Financial Instl
Price$15.19
Change-$0.15 (-0.98%)
VolumeN/A
Net Assets68.36M
FIDAX vs HISFX Comparison Chart in %
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FIDAX vs. HISFX commentary
Jul 30, 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 HISFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 306M vs. HISFX (68.4M). HISFX pays higher dividends than FIDAX: HISFX (2.84) vs FIDAX (1.08). FIDAX was incepted earlier than HISFX: FIDAX (29 years) vs HISFX (17 years). HISFX (1.29) and FIDAX (1.28) have similar cost to investors . FIDAX is a more actively managed with annual turnover of: 61.00 vs. HISFX (54.00). FIDAX has a lower initial minimum investment than HISFX: FIDAX (1000) vs HISFX (250000). FIDAX annual gain was more profitable for investors over the last year : 8.78 vs. HISFX (1.45). HISFX return over 5 years is better than : 91.54 vs. FIDAX (24.35).
| FIDAX | HISFX | FIDAX / HISFX | |
| Total Expense Ratio | 1.27 | 1.29 | 98% |
| Annual Report Gross Expense Ratio | 1.28 | 1.29 | 99% |
| Fund Existence | 29 years | 17 years | - |
| Gain YTD | 5.869 | 1.321 | 444% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 68.4M | 447% |
| Annual Yield % from dividends | 1.08 | 2.84 | 38% |
| Returns for 1 year | 8.78 | 1.45 | 607% |
| Returns for 3 years | 17.83 | -2.06 | -867% |
| Returns for 5 years | 24.35 | 91.54 | 27% |
| Returns for 10 years | 12.43 | 26.12 | 48% |
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