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FIDAX vs HISFX
FIDAX vs HISFX Comparison
Open Charts FIDAX vs HISFX
JHancock Financial Industries A
Price$18.69
Change-$0.08 (-0.43%)
VolumeN/A
Net Assets300.54M
Hennessy Small Cap Financial Instl
Price$14.27
Change-$0.11 (-0.76%)
VolumeN/A
Net Assets64.89M
FIDAX vs HISFX Comparison Chart in %
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FIDAX vs. HISFX commentary
Jun 26, 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 Buy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 301M vs. HISFX (64.9M). HISFX pays higher dividends than FIDAX: HISFX (2.95) vs FIDAX (1.11). 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). HISFX annual gain was more profitable for investors over the last year : 17.83 vs. FIDAX (15.00). HISFX return over 5 years is better than : 88.92 vs. FIDAX (29.45).
| 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 | 3.931 | -5.020 | -78% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 64.9M | 464% |
| Annual Yield % from dividends | 1.11 | 2.95 | 37% |
| Returns for 1 year | 15.00 | 17.83 | 84% |
| Returns for 3 years | 19.39 | -1.08 | -1,791% |
| Returns for 5 years | 29.45 | 88.92 | 33% |
| Returns for 10 years | 9.24 | 16.98 | 54% |
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