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FIDAX vs HLFNX
FIDAX vs HLFNX Comparison
Open Charts FIDAX vs HLFNX
JHancock Financial Industries A
Price$20.58
Change-$0.07 (-0.34%)
VolumeN/A
CapitalizationN/A
Hennessy Large Cap Financial Investor
Price$30.68
Change-$0.26 (-0.84%)
VolumeN/A
CapitalizationN/A
FIDAX vs HLFNX Comparison Chart
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FIDAX vs. HLFNX commentary
Nov 14, 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: 526M vs. HLFNX (32M). 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 : 54.95 vs. FIDAX (47.62). HLFNX return over 5 years is better than : 33.02 vs. FIDAX (9.16).
| 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 | 34.703 | 33.218 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 32M | 1,644% |
| Annual Yield % from dividends | 1.62 | 1.58 | 102% |
| Returns for 1 year | 47.62 | 54.95 | 87% |
| Returns for 3 years | -13.65 | -12.54 | 109% |
| Returns for 5 years | 9.16 | 33.02 | 28% |
| Returns for 10 years | 28.07 | 48.41 | 58% |
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