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FIDCX vs HISFX
FIDCX vs HISFX Comparison
Open Charts FIDCX vs HISFX
JHancock Financial Industries C
Price$14.23
Change-$0.95 (-6.26%)
VolumeN/A
Net Assets370.9M
Hennessy Small Cap Financial Instl
Price$13.08
Change-$1.28 (-8.91%)
VolumeN/A
Net Assets67.44M
FIDCX vs HISFX Comparison Chart
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FIDCX vs. HISFX commentary
Apr 04, 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 HISFX is a Buy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 371M vs. HISFX (67.4M). HISFX pays higher dividends than FIDCX: HISFX (2.92) vs FIDCX (0.54). FIDCX was incepted earlier than HISFX: FIDCX (26 years) vs HISFX (17 years). FIDCX (1.98) is less costly to investors than HISFX (1.30). FIDCX is a more actively managed with annual turnover of: 61.00 vs. HISFX (54.00). FIDCX has a lower initial minimum investment than HISFX: FIDCX (1000) vs HISFX (250000). HISFX annual gain was more profitable for investors over the last year : 11.89 vs. FIDCX (7.50). HISFX return over 5 years is better than : 118.53 vs. FIDCX (38.67).
| FIDCX | HISFX | FIDCX / HISFX | |
| Total Expense Ratio | 1.97 | 1.30 | 152% |
| Annual Report Gross Expense Ratio | 1.98 | 1.30 | 152% |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | -0.531 | -6.143 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 67.4M | 550% |
| Annual Yield % from dividends | 0.54 | 2.92 | 19% |
| Returns for 1 year | 7.50 | 11.89 | 63% |
| Returns for 3 years | -5.17 | -13.32 | 39% |
| Returns for 5 years | 38.67 | 118.53 | 33% |
| Returns for 10 years | -4.01 | 24.55 | -16% |
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