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FIDAX vs HLFNX
FIDAX vs HLFNX Comparison
Open Charts FIDAX vs HLFNX
JHancock Financial Industries A
Price$18.33
Change-$0.39 (-2.08%)
VolumeN/A
Net Assets303.57M
Hennessy Large Cap Financial Investor
Price$30.36
Change-$0.76 (-2.44%)
VolumeN/A
Net Assets30.2M
FIDAX vs HLFNX Comparison Chart
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FIDAX vs. HLFNX commentary
May 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 Buy and HLFNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 304M vs. HLFNX (30.2M). FIDAX pays higher dividends than HLFNX: FIDAX (1.17) vs HLFNX (0.59). FIDAX was incepted earlier than HLFNX: FIDAX (29 years) vs HLFNX (28 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 : 24.72 vs. FIDAX (11.72). HLFNX return over 5 years is better than : 54.88 vs. FIDAX (33.32).
| 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 | 28 years | - |
| Gain YTD | 3.654 | 5.778 | 63% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 30.2M | 1,007% |
| Annual Yield % from dividends | 1.17 | 0.59 | 200% |
| Returns for 1 year | 11.72 | 24.72 | 47% |
| Returns for 3 years | 18.41 | 31.52 | 58% |
| Returns for 5 years | 33.32 | 54.88 | 61% |
| Returns for 10 years | 10.68 | 63.26 | 17% |
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