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FIDAX vs HSFNX
FIDAX vs HSFNX Comparison
Open Charts FIDAX vs HSFNX
JHancock Financial Industries A
Price$17.25
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets360.47M
Hennessy Small Cap Financial Investor
Price$24.28
Change-$0.07 (-0.29%)
VolumeN/A
Net Assets65.89M
FIDAX vs HSFNX Comparison Chart
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FIDAX vs. HSFNX commentary
Mar 12, 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 HSFNX is a Hold.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 360M vs. HSFNX (65.9M). HSFNX pays higher dividends than FIDAX: HSFNX (1.24) vs FIDAX (1.08). 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 : 10.26 vs. HSFNX (9.36). HSFNX return over 5 years is better than : 70.85 vs. FIDAX (27.35).
| 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 | -1.384 | -6.009 | 23% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 65.9M | 546% |
| Annual Yield % from dividends | 1.08 | 1.24 | 87% |
| Returns for 1 year | 10.26 | 9.36 | 110% |
| Returns for 3 years | 1.33 | -15.20 | -9% |
| Returns for 5 years | 27.35 | 70.85 | 39% |
| Returns for 10 years | 9.60 | 23.47 | 41% |
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