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FIDAX vs HISFX
FIDAX vs HISFX Comparison
Open Charts FIDAX vs HISFX
JHancock Financial Industries A
Price$18.94
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets491.3M
Hennessy Small Cap Financial Instl
Price$15.33
Change-$0.18 (-1.16%)
VolumeN/A
Net Assets87.53M
FIDAX vs HISFX Comparison Chart
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FIDAX vs. HISFX commentary
Jan 23, 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 Hold.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 491M vs. HISFX (87.5M). HISFX pays higher dividends than FIDAX: HISFX (4.01) vs FIDAX (1.62). FIDAX was incepted earlier than HISFX: FIDAX (29 years) vs HISFX (17 years). FIDAX (72.00) and HISFX (72.00) have comparable annual turnover. 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 : 24.17 vs. HISFX (9.33). HISFX return over 5 years is better than : 35.12 vs. FIDAX (3.59).
| FIDAX | HISFX | FIDAX / HISFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 17 years | - |
| Gain YTD | 4.873 | 1.255 | 388% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 491M | 87.5M | 561% |
| Annual Yield % from dividends | 1.62 | 4.01 | 40% |
| Returns for 1 year | 24.17 | 9.33 | 259% |
| Returns for 3 years | 2.87 | -12.21 | -24% |
| Returns for 5 years | 3.59 | 35.12 | 10% |
| Returns for 10 years | 21.96 | 45.27 | 49% |
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