Interact to see
Advertisement
Advertisement
FIDAX vs HLFNX
FIDAX vs HLFNX Comparison
Open Charts FIDAX vs HLFNX
JHancock Financial Industries A
Price$19.13
Change+$0.17 (+0.90%)
VolumeN/A
Net Assets298.36M
Hennessy Large Cap Financial Investor
Price$35.67
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets32.27M
FIDAX vs HLFNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIDAX vs. HLFNX commentary
Oct 07, 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 Buy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 298M vs. HLFNX (32.3M). FIDAX pays higher dividends than HLFNX: FIDAX (1.08) 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 : 40.60 vs. FIDAX (6.62). HLFNX return over 5 years is better than : 52.07 vs. FIDAX (23.26).
| 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 | 5.925 | 21.244 | 28% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 32.3M | 923% |
| Annual Yield % from dividends | 1.08 | 0.47 | 229% |
| Returns for 1 year | 6.62 | 40.60 | 16% |
| Returns for 3 years | 19.46 | 53.29 | 37% |
| Returns for 5 years | 23.26 | 52.07 | 45% |
| Returns for 10 years | 22.46 | 104.90 | 21% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement