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FIDAX vs HSFNX
FIDAX vs HSFNX Comparison
Open Charts FIDAX vs HSFNX
JHancock Financial Industries A
Price$18.80
Change+$0.24 (+1.29%)
VolumeN/A
Net Assets299.13M
Hennessy Small Cap Financial Investor
Price$25.20
Change+$0.55 (+2.23%)
VolumeN/A
Net Assets63.34M
FIDAX vs HSFNX Comparison Chart
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FIDAX vs. HSFNX commentary
Jun 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 Buy and HSFNX is a Hold.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 299M vs. HSFNX (63.3M). HSFNX pays higher dividends than FIDAX: HSFNX (1.34) vs FIDAX (1.11). 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 : 13.79 vs. HSFNX (12.22). HSFNX return over 5 years is better than : 48.78 vs. FIDAX (15.00).
| 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 | 2.769 | -8.568 | -32% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 63.3M | 472% |
| Annual Yield % from dividends | 1.11 | 1.34 | 82% |
| Returns for 1 year | 13.79 | 12.22 | 113% |
| Returns for 3 years | 8.97 | -10.98 | -82% |
| Returns for 5 years | 15.00 | 48.78 | 31% |
| Returns for 10 years | 10.09 | 14.63 | 69% |
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