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FIDAX vs HLFNX
FIDAX vs HLFNX Comparison
Open Charts FIDAX vs HLFNX
JHancock Financial Industries A
Price$18.90
Change-$0.21 (-1.10%)
VolumeN/A
Net Assets298.08M
Hennessy Large Cap Financial Investor
Price$34.35
Change-$0.35 (-1.01%)
VolumeN/A
Net Assets31.59M
FIDAX vs HLFNX Comparison Chart in %
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FIDAX vs. HLFNX commentary
Aug 17, 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: 298M vs. HLFNX (31.6M). FIDAX pays higher dividends than HLFNX: FIDAX (1.10) vs HLFNX (0.48). 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 : 36.84 vs. FIDAX (9.56). HLFNX return over 5 years is better than : 48.61 vs. FIDAX (18.01).
| 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 | 4.651 | 16.757 | 28% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 31.6M | 943% |
| Annual Yield % from dividends | 1.10 | 0.48 | 228% |
| Returns for 1 year | 9.56 | 36.84 | 26% |
| Returns for 3 years | 9.16 | 31.88 | 29% |
| Returns for 5 years | 18.01 | 48.61 | 37% |
| Returns for 10 years | 11.68 | 79.74 | 15% |
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