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FIDAX vs HLFNX
FIDAX vs HLFNX Comparison
Open Charts FIDAX vs HLFNX
JHancock Financial Industries A
Price$21.13
Change+$0.27 (+1.29%)
VolumeN/A
CapitalizationN/A
Hennessy Large Cap Financial Investor
Price$31.46
Change+$0.49 (+1.58%)
VolumeN/A
CapitalizationN/A
FIDAX vs HLFNX Comparison Chart
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FIDAX vs. HLFNX commentary
Nov 23, 2024
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: 528M vs. HLFNX (31.9M). 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 : 57.17 vs. FIDAX (49.38). HLFNX return over 5 years is better than : 35.53 vs. FIDAX (11.64).
| 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 | 37.834 | 36.604 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 528M | 31.9M | 1,655% |
| Annual Yield % from dividends | 1.62 | 1.58 | 102% |
| Returns for 1 year | 49.38 | 57.17 | 86% |
| Returns for 3 years | -11.54 | -8.21 | 141% |
| Returns for 5 years | 11.64 | 35.53 | 33% |
| Returns for 10 years | 29.40 | 50.75 | 58% |
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