Ad is loading...
FIDCX vs HILFX
FIDCX vs HILFX Comparison
Open Charts FIDCX vs HILFX
JHancock Financial Industries C
Price$15.18
Change+$0.18 (+1.20%)
VolumeN/A
Net Assets370.9M
Hennessy Large Cap Financial Instl
Price$29.33
Change+$0.50 (+1.73%)
VolumeN/A
Net Assets28.25M
FIDCX vs HILFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIDCX vs. HILFX commentary
Apr 03, 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 Buy and HILFX is a Buy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 371M vs. HILFX (28.2M). HILFX pays higher dividends than FIDCX: HILFX (0.79) vs FIDCX (0.54). FIDCX was incepted earlier than HILFX: FIDCX (26 years) vs HILFX (10 years). FIDCX (1.98) is less costly to investors than HILFX (1.47). 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 : 17.74 vs. FIDCX (6.51). HILFX return over 5 years is better than : 76.13 vs. FIDCX (34.55).
| FIDCX | HILFX | FIDCX / HILFX | |
| Total Expense Ratio | 1.97 | 1.47 | 134% |
| Annual Report Gross Expense Ratio | 1.98 | 1.47 | 135% |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | -0.464 | -2.995 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 28.2M | 1,316% |
| Annual Yield % from dividends | 0.54 | 0.79 | 69% |
| Returns for 1 year | 6.51 | 17.74 | 37% |
| Returns for 3 years | -5.11 | 3.81 | -134% |
| Returns for 5 years | 34.55 | 76.13 | 45% |
| Returns for 10 years | -3.94 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers