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FIDAX vs HSFNX
FIDAX vs HSFNX Comparison
Open Charts FIDAX vs HSFNX
JHancock Financial Industries A
Price$19.25
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets307.16M
Hennessy Small Cap Financial Investor
Price$27.95
Change+$0.19 (+0.68%)
VolumeN/A
Net Assets70.33M
FIDAX vs HSFNX Comparison Chart in %
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FIDAX vs. HSFNX commentary
Jul 11, 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 StrongBuy and HSFNX is a Buy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 307M vs. HSFNX (70.3M). HSFNX pays higher dividends than FIDAX: HSFNX (1.30) vs FIDAX (1.08). FIDAX was incepted earlier than HSFNX: FIDAX (29 years) vs HSFNX (29 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). HSFNX annual gain was more profitable for investors over the last year : 21.54 vs. FIDAX (15.52). HSFNX return over 5 years is better than : 104.17 vs. FIDAX (28.62).
| 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 | 29 years | - |
| Gain YTD | 5.980 | 2.634 | 227% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 70.3M | 437% |
| Annual Yield % from dividends | 1.08 | 1.30 | 83% |
| Returns for 1 year | 15.52 | 21.54 | 72% |
| Returns for 3 years | 23.34 | 7.08 | 330% |
| Returns for 5 years | 28.62 | 104.17 | 27% |
| Returns for 10 years | 13.78 | 26.18 | 53% |
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