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FIDAX vs HSFNX
FIDAX vs HSFNX Comparison
Open Charts FIDAX vs HSFNX
JHancock Financial Industries A
Price$18.16
Change+$0.17 (+0.94%)
VolumeN/A
Net Assets291.96M
Hennessy Small Cap Financial Investor
Price$25.44
Change+$0.55 (+2.21%)
VolumeN/A
Net Assets64.4M
FIDAX vs HSFNX Comparison Chart
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FIDAX vs. HSFNX commentary
May 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 292M vs. HSFNX (64.4M). HSFNX pays higher dividends than FIDAX: HSFNX (1.37) vs FIDAX (1.17). FIDAX was incepted earlier than HSFNX: FIDAX (29 years) vs HSFNX (28 years). HSFNX (1.63) is less costly to investors than FIDAX (1.28). FIDAX is a more actively managed with annual turnover of: 61.00 vs. HSFNX (54.00). 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 : 9.89 vs. HSFNX (8.11). HSFNX return over 5 years is better than : 80.48 vs. FIDAX (28.12).
| FIDAX | HSFNX | FIDAX / HSFNX | |
| Total Expense Ratio | 1.27 | 1.63 | 78% |
| Annual Report Gross Expense Ratio | 1.28 | 1.63 | 79% |
| Fund Existence | 29 years | 28 years | - |
| Gain YTD | -0.388 | -7.678 | 5% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 64.4M | 453% |
| Annual Yield % from dividends | 1.17 | 1.37 | 85% |
| Returns for 1 year | 9.89 | 8.11 | 122% |
| Returns for 3 years | 10.47 | -5.59 | -187% |
| Returns for 5 years | 28.12 | 80.48 | 35% |
| Returns for 10 years | 7.48 | 20.12 | 37% |
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