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FIDCX vs HISFX
FIDCX vs HISFX Comparison
Open Charts FIDCX vs HISFX
JHancock Financial Industries C
Price$15.54
Change-$0.07 (-0.45%)
VolumeN/A
Net Assets300.54M
Hennessy Small Cap Financial Instl
Price$14.27
Change-$0.11 (-0.76%)
VolumeN/A
Net Assets64.89M
FIDCX vs HISFX Comparison Chart in %
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FIDCX vs. HISFX commentary
Jun 26, 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 HISFX is a Buy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 301M vs. HISFX (64.9M). HISFX pays higher dividends than FIDCX: HISFX (2.95) vs FIDCX (0.53). FIDCX was incepted earlier than HISFX: FIDCX (26 years) vs HISFX (17 years). FIDCX (1.98) is less costly to investors than HISFX (1.29). 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 : 17.83 vs. FIDCX (12.28). HISFX return over 5 years is better than : 88.92 vs. FIDCX (18.51).
| FIDCX | HISFX | FIDCX / HISFX | |
| Total Expense Ratio | 1.97 | 1.29 | 153% |
| Annual Report Gross Expense Ratio | 1.98 | 1.29 | 153% |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | 3.515 | -5.020 | -70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 64.9M | 464% |
| Annual Yield % from dividends | 0.53 | 2.95 | 18% |
| Returns for 1 year | 12.28 | 17.83 | 69% |
| Returns for 3 years | 13.79 | -1.08 | -1,274% |
| Returns for 5 years | 18.51 | 88.92 | 21% |
| Returns for 10 years | -5.00 | 16.98 | -29% |
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