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FIDAX vs HSFNX
FIDAX vs HSFNX Comparison
Open Charts FIDAX vs HSFNX
JHancock Financial Industries A
Price$18.15
Change+$0.36 (+2.02%)
VolumeN/A
Net Assets476.79M
Hennessy Small Cap Financial Investor
Price$26.65
Change+$0.84 (+3.25%)
VolumeN/A
Net Assets83.46M
FIDAX vs HSFNX Comparison Chart
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FIDAX vs. HSFNX commentary
Jan 15, 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 HSFNX is a Hold.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 477M vs. HSFNX (83.5M). HSFNX pays higher dividends than FIDAX: HSFNX (1.95) vs FIDAX (1.62). FIDAX was incepted earlier than HSFNX: FIDAX (29 years) vs HSFNX (28 years). FIDAX (72.00) and HSFNX (72.00) have comparable annual turnover. FIDAX has a lower initial minimum investment than HSFNX: FIDAX (1000) vs HSFNX (2500). FIDAX annual gain was more profitable for investors over the last year : 20.55 vs. HSFNX (9.15). HSFNX return over 5 years is better than : 28.86 vs. FIDAX (-1.50).
| FIDAX | HSFNX | FIDAX / HSFNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 28 years | - |
| Gain YTD | 0.498 | -1.150 | -43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 83.5M | 571% |
| Annual Yield % from dividends | 1.62 | 1.95 | 83% |
| Returns for 1 year | 20.55 | 9.15 | 225% |
| Returns for 3 years | -8.51 | -19.66 | 43% |
| Returns for 5 years | -1.50 | 28.86 | -5% |
| Returns for 10 years | 19.43 | 40.95 | 47% |
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