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FIDAX
Price
$20.58
Change
+$0.07 (+0.34%)
Updated
Nov 15 closing price
HSFNX
Price
$30.93
Change
-$0.14 (-0.45%)
Updated
Nov 15 closing price
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FIDAX vs HSFNX

Header iconFIDAX vs HSFNX Comparison
Open Charts FIDAX vs HSFNXBanner chart's image
JHancock Financial Industries A
Price$20.58
Change+$0.07 (+0.34%)
VolumeN/A
CapitalizationN/A
Hennessy Small Cap Financial Investor
Price$30.93
Change-$0.14 (-0.45%)
VolumeN/A
CapitalizationN/A
FIDAX vs HSFNX Comparison Chart
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FIDAX vs. HSFNX commentary
Nov 18, 2024

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 Buy.

FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 523M vs. HSFNX (96.6M). 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 : 47.23 vs. HSFNX (39.04). HSFNX return over 5 years is better than : 45.92 vs. FIDAX (8.79).
FIDAXHSFNXFIDAX / HSFNX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence29 years28 years-
Gain YTD34.24720.444168%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets523M96.6M541%
Annual Yield % from dividends1.621.9583%
Returns for 1 year47.2339.04121%
Returns for 3 years-13.98-4.18335%
Returns for 5 years8.7945.9219%
Returns for 10 years27.1233.6181%
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