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FIDAX vs HLFNX
FIDAX vs HLFNX Comparison
Open Charts FIDAX vs HLFNX
JHancock Financial Industries A
Price$17.21
Change+$0.23 (+1.35%)
VolumeN/A
Net Assets276.38M
Hennessy Large Cap Financial Investor
Price$27.50
Change+$0.52 (+1.93%)
VolumeN/A
Net Assets26.53M
FIDAX vs HLFNX Comparison Chart
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FIDAX vs. HLFNX commentary
Apr 24, 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 HLFNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 276M vs. HLFNX (26.5M). FIDAX pays higher dividends than HLFNX: FIDAX (1.14) vs HLFNX (0.58). FIDAX was incepted earlier than HLFNX: FIDAX (29 years) vs HLFNX (28 years). HLFNX (1.80) is less costly to investors than FIDAX (1.28). FIDAX is a more actively managed with annual turnover of: 61.00 vs. HLFNX (37.00). FIDAX has a lower initial minimum investment than HLFNX: FIDAX (1000) vs HLFNX (2500). HLFNX annual gain was more profitable for investors over the last year : 11.05 vs. FIDAX (4.42). HLFNX return over 5 years is better than : 43.35 vs. FIDAX (28.79).
| FIDAX | HLFNX | FIDAX / HLFNX | |
| Total Expense Ratio | 1.27 | 1.80 | 71% |
| Annual Report Gross Expense Ratio | 1.28 | 1.80 | 71% |
| Fund Existence | 29 years | 28 years | - |
| Gain YTD | -5.980 | -8.294 | 72% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 26.5M | 1,042% |
| Annual Yield % from dividends | 1.14 | 0.58 | 196% |
| Returns for 1 year | 4.42 | 11.05 | 40% |
| Returns for 3 years | -2.21 | 4.36 | -51% |
| Returns for 5 years | 28.79 | 43.35 | 66% |
| Returns for 10 years | 3.03 | 45.32 | 7% |
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