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FIDAX vs HLFNX
FIDAX vs HLFNX Comparison
Open Charts FIDAX vs HLFNX
JHancock Financial Industries A
Price$18.60
Change-$0.35 (-1.85%)
VolumeN/A
Net Assets428.5M
Hennessy Large Cap Financial Investor
Price$30.87
Change-$0.92 (-2.89%)
VolumeN/A
Net Assets32.64M
FIDAX vs HLFNX Comparison Chart
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FIDAX vs. HLFNX commentary
Feb 23, 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: 428M 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 : 36.14 vs. FIDAX (18.56). HLFNX return over 5 years is better than : 23.04 vs. FIDAX (-0.45).
| 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 | 2.990 | 4.929 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 428M | 32.6M | 1,313% |
| Annual Yield % from dividends | 1.62 | 1.58 | 102% |
| Returns for 1 year | 18.56 | 36.14 | 51% |
| Returns for 3 years | -0.96 | 4.93 | -20% |
| Returns for 5 years | -0.45 | 23.04 | -2% |
| Returns for 10 years | 14.27 | 65.67 | 22% |
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