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FIDAX vs HLFNX
FIDAX vs HLFNX Comparison
Open Charts FIDAX vs HLFNX
JHancock Financial Industries A
Price$18.81
Change+$0.16 (+0.86%)
VolumeN/A
Net Assets486.91M
Hennessy Large Cap Financial Investor
Price$31.73
Change+$0.56 (+1.80%)
VolumeN/A
Net Assets32.62M
FIDAX vs HLFNX Comparison Chart
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FIDAX vs. HLFNX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 487M vs. HLFNX (32.6M). FIDAX (1.62) and HLFNX (1.58) have matching dividends . FIDAX was incepted earlier than HLFNX: FIDAX (29 years) vs HLFNX (28 years). HLFNX is a more actively managed with annual turnover of: 114.00 vs. FIDAX (72.00). 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 : 44.63 vs. FIDAX (26.18). HLFNX return over 5 years is better than : 28.32 vs. FIDAX (1.45).
| FIDAX | HLFNX | FIDAX / HLFNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 28 years | - |
| Gain YTD | 4.153 | 7.852 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 487M | 32.6M | 1,494% |
| Annual Yield % from dividends | 1.62 | 1.58 | 102% |
| Returns for 1 year | 26.18 | 44.63 | 59% |
| Returns for 3 years | -3.39 | 3.38 | -100% |
| Returns for 5 years | 1.45 | 28.32 | 5% |
| Returns for 10 years | 23.85 | 78.38 | 30% |
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