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FIDAX vs HLFNX
FIDAX vs HLFNX Comparison
Open Charts FIDAX vs HLFNX
JHancock Financial Industries A
Price$19.27
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets308.12M
Hennessy Large Cap Financial Investor
Price$35.58
Change+$0.22 (+0.62%)
VolumeN/A
Net Assets32.73M
FIDAX vs HLFNX Comparison Chart in %
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FIDAX vs. HLFNX commentary
Jul 27, 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 StrongBuy and HLFNX is a Buy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 308M vs. HLFNX (32.7M). FIDAX pays higher dividends than HLFNX: FIDAX (1.08) vs HLFNX (0.49). FIDAX was incepted earlier than HLFNX: FIDAX (29 years) vs HLFNX (29 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 : 38.99 vs. FIDAX (10.57). HLFNX return over 5 years is better than : 61.66 vs. FIDAX (25.63).
| 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 | 29 years | - |
| Gain YTD | 6.700 | 20.938 | 32% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 32.7M | 942% |
| Annual Yield % from dividends | 1.08 | 0.49 | 220% |
| Returns for 1 year | 10.57 | 38.99 | 27% |
| Returns for 3 years | 22.12 | 51.12 | 43% |
| Returns for 5 years | 25.63 | 61.66 | 42% |
| Returns for 10 years | 13.68 | 86.66 | 16% |
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