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FIDAX vs HISFX
FIDAX vs HISFX Comparison
Open Charts FIDAX vs HISFX
JHancock Financial Industries A
Price$18.60
Change-$0.35 (-1.85%)
VolumeN/A
Net Assets428.5M
Hennessy Small Cap Financial Instl
Price$15.15
Change-$0.41 (-2.63%)
VolumeN/A
Net Assets73.7M
FIDAX vs HISFX Comparison Chart
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FIDAX vs. HISFX commentary
Feb 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 Hold and HISFX is a Hold.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 428M vs. HISFX (73.7M). 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). HISFX (18.75) and FIDAX (18.56) have marching annual gain over last year. HISFX return over 5 years is better than : 34.06 vs. FIDAX (-0.45).
| 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 | 2.990 | 0.066 | 4,527% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 428M | 73.7M | 581% |
| Annual Yield % from dividends | 1.62 | 4.01 | 40% |
| Returns for 1 year | 18.56 | 18.75 | 99% |
| Returns for 3 years | -0.96 | -13.01 | 7% |
| Returns for 5 years | -0.45 | 34.06 | -1% |
| Returns for 10 years | 14.27 | 35.98 | 40% |
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