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FIDAX vs HLFNX
FIDAX vs HLFNX Comparison
Open Charts FIDAX vs HLFNX
JHancock Financial Industries A
Price$18.20
Change-$0.38 (-2.05%)
VolumeN/A
Net Assets292.41M
Hennessy Large Cap Financial Investor
Price$30.76
Change-$0.76 (-2.41%)
VolumeN/A
Net Assets30.11M
FIDAX vs HLFNX Comparison Chart
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FIDAX vs. HLFNX commentary
Jun 15, 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 HLFNX is a Hold.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 292M vs. HLFNX (30.1M). FIDAX pays higher dividends than HLFNX: FIDAX (1.11) vs HLFNX (0.54). FIDAX was incepted earlier than HLFNX: FIDAX (29 years) vs HLFNX (28 years). HLFNX (1.89) 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 : 32.44 vs. FIDAX (13.16). HLFNX return over 5 years is better than : 46.27 vs. FIDAX (21.60).
| FIDAX | HLFNX | FIDAX / HLFNX | |
| Total Expense Ratio | 1.27 | 1.89 | 67% |
| Annual Report Gross Expense Ratio | 1.28 | 1.89 | 68% |
| Fund Existence | 29 years | 28 years | - |
| Gain YTD | 0.775 | 7.138 | 11% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 30.1M | 970% |
| Annual Yield % from dividends | 1.11 | 0.54 | 205% |
| Returns for 1 year | 13.16 | 32.44 | 41% |
| Returns for 3 years | 18.39 | 40.28 | 46% |
| Returns for 5 years | 21.60 | 46.27 | 47% |
| Returns for 10 years | 6.61 | 63.69 | 10% |
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