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FIDCX vs HILFX
FIDCX vs HILFX Comparison
Open Charts FIDCX vs HILFX
JHancock Financial Industries C
Price$15.97
Change+$0.15 (+0.95%)
VolumeN/A
Net Assets304.59M
Hennessy Large Cap Financial Instl
Price$35.15
Change+$0.49 (+1.41%)
VolumeN/A
Net Assets31.31M
FIDCX vs HILFX Comparison Chart in %
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FIDCX vs. HILFX commentary
Jul 19, 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 FIDCX is a StrongBuy and HILFX is a Buy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 305M vs. HILFX (31.3M). HILFX pays higher dividends than FIDCX: HILFX (0.66) vs FIDCX (0.52). FIDCX was incepted earlier than HILFX: FIDCX (26 years) vs HILFX (10 years). FIDCX (1.98) is less costly to investors than HILFX (1.57). FIDCX is a more actively managed with annual turnover of: 61.00 vs. HILFX (37.00). FIDCX has a lower initial minimum investment than HILFX: FIDCX (1000) vs HILFX (250000). HILFX annual gain was more profitable for investors over the last year : 31.97 vs. FIDCX (6.40). HILFX return over 5 years is better than : 57.70 vs. FIDCX (14.86).
| FIDCX | HILFX | FIDCX / HILFX | |
| Total Expense Ratio | 1.97 | 1.57 | 125% |
| Annual Report Gross Expense Ratio | 1.98 | 1.57 | 126% |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 4.907 | 16.622 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 31.3M | 974% |
| Annual Yield % from dividends | 0.52 | 0.66 | 78% |
| Returns for 1 year | 6.40 | 31.97 | 20% |
| Returns for 3 years | 18.55 | 48.80 | 38% |
| Returns for 5 years | 14.86 | 57.70 | 26% |
| Returns for 10 years | -4.06 | 79.72 | -5% |
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