Ad is loading...
FIDAX vs HISFX
FIDAX vs HISFX Comparison
Open Charts FIDAX vs HISFX
JHancock Financial Industries A
Price$18.16
Change+$0.17 (+0.94%)
VolumeN/A
Net Assets291.96M
Hennessy Small Cap Financial Instl
Price$14.30
Change+$0.31 (+2.22%)
VolumeN/A
Net Assets64.4M
FIDAX vs HISFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIDAX vs. HISFX commentary
May 09, 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 HISFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 292M vs. HISFX (64.4M). HISFX pays higher dividends than FIDAX: HISFX (3.02) vs FIDAX (1.17). 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 : 9.89 vs. HISFX (8.42). HISFX return over 5 years is better than : 81.00 vs. FIDAX (28.12).
| 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 | -0.388 | -7.596 | 5% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 64.4M | 453% |
| Annual Yield % from dividends | 1.17 | 3.02 | 39% |
| Returns for 1 year | 9.89 | 8.42 | 118% |
| Returns for 3 years | 10.47 | -6.01 | -174% |
| Returns for 5 years | 28.12 | 81.00 | 35% |
| Returns for 10 years | 7.48 | 22.06 | 34% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers