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FIDCX vs HISFX
FIDCX vs HISFX Comparison
Open Charts FIDCX vs HISFX
JHancock Financial Industries C
Price$15.80
Change-$0.04 (-0.25%)
VolumeN/A
Net Assets491.3M
Hennessy Small Cap Financial Instl
Price$15.33
Change-$0.18 (-1.16%)
VolumeN/A
Net Assets87.53M
FIDCX vs HISFX Comparison Chart
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FIDCX vs. HISFX commentary
Jan 23, 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 Hold.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 491M vs. HISFX (87.5M). HISFX pays higher dividends than FIDCX: HISFX (4.01) vs FIDCX (1.22). FIDCX was incepted earlier than HISFX: FIDCX (26 years) vs HISFX (17 years). FIDCX (72.00) and HISFX (72.00) have comparable annual turnover. FIDCX has a lower initial minimum investment than HISFX: FIDCX (1000) vs HISFX (250000). FIDCX annual gain was more profitable for investors over the last year : 21.18 vs. HISFX (9.33). HISFX return over 5 years is better than : 35.12 vs. FIDCX (-5.23).
| FIDCX | HISFX | FIDCX / HISFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | 4.775 | 1.255 | 380% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 491M | 87.5M | 561% |
| Annual Yield % from dividends | 1.22 | 4.01 | 31% |
| Returns for 1 year | 21.18 | 9.33 | 227% |
| Returns for 3 years | -1.94 | -12.21 | 16% |
| Returns for 5 years | -5.23 | 35.12 | -15% |
| Returns for 10 years | 6.06 | 45.27 | 13% |
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