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FIDAX vs HISFX
FIDAX vs HISFX Comparison
Open Charts FIDAX vs HISFX
JHancock Financial Industries A
Price$17.08
Change-$1.14 (-6.26%)
VolumeN/A
Net Assets370.9M
Hennessy Small Cap Financial Instl
Price$13.08
Change-$1.28 (-8.91%)
VolumeN/A
Net Assets67.44M
FIDAX vs HISFX Comparison Chart
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FIDAX vs. HISFX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 371M vs. HISFX (67.4M). HISFX pays higher dividends than FIDAX: HISFX (2.92) vs FIDAX (1.14). FIDAX was incepted earlier than HISFX: FIDAX (29 years) vs HISFX (17 years). HISFX (1.30) 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 : 13.59 vs. FIDAX (11.50). HISFX return over 5 years is better than : 120.84 vs. FIDAX (53.39).
| FIDAX | HISFX | FIDAX / HISFX | |
| Total Expense Ratio | 1.27 | 1.30 | 98% |
| Annual Report Gross Expense Ratio | 1.28 | 1.30 | 98% |
| Fund Existence | 29 years | 17 years | - |
| Gain YTD | 0.886 | -5.152 | -17% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 67.4M | 550% |
| Annual Yield % from dividends | 1.14 | 2.92 | 39% |
| Returns for 1 year | 11.50 | 13.59 | 85% |
| Returns for 3 years | 1.25 | -11.70 | -11% |
| Returns for 5 years | 53.39 | 120.84 | 44% |
| Returns for 10 years | 11.75 | 26.53 | 44% |
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