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FIDAX vs HLFNX
FIDAX vs HLFNX Comparison
Open Charts FIDAX vs HLFNX
JHancock Financial Industries A
Price$18.44
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets281.39M
Hennessy Large Cap Financial Investor
Price$33.27
Change+$0.36 (+1.09%)
VolumeN/A
Net Assets30.23M
FIDAX vs HLFNX Comparison Chart in %
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FIDAX vs. HLFNX commentary
Nov 20, 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: 281M vs. HLFNX (30.2M). FIDAX pays higher dividends than HLFNX: FIDAX (1.11) vs HLFNX (0.47). FIDAX was incepted earlier than HLFNX: FIDAX (30 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 : 7.23 vs. FIDAX (-9.57). HLFNX return over 5 years is better than : 31.89 vs. FIDAX (4.62).
| FIDAX | HLFNX | FIDAX / HLFNX | |
| Total Expense Ratio | 1.27 | 1.89 | 67% |
| Annual Report Gross Expense Ratio | 1.28 | 1.89 | 68% |
| Fund Existence | 30 years | 29 years | - |
| Gain YTD | 1.717 | 11.863 | 14% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 30.2M | 930% |
| Annual Yield % from dividends | 1.11 | 0.47 | 235% |
| Returns for 1 year | -9.57 | 7.23 | -132% |
| Returns for 3 years | 9.22 | 33.41 | 28% |
| Returns for 5 years | 4.62 | 31.89 | 14% |
| Returns for 10 years | 12.28 | 77.91 | 16% |