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FIDCX vs HISFX
FIDCX vs HISFX Comparison
Open Charts FIDCX vs HISFX
JHancock Financial Industries C
Price$15.83
Change-$0.06 (-0.38%)
VolumeN/A
Net Assets305.69M
Hennessy Small Cap Financial Instl
Price$15.19
Change-$0.15 (-0.98%)
VolumeN/A
Net Assets68.36M
FIDCX vs HISFX Comparison Chart in %
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FIDCX vs. HISFX commentary
Jul 30, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 306M vs. HISFX (68.4M). HISFX pays higher dividends than FIDCX: HISFX (2.84) vs FIDCX (0.52). 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). FIDCX annual gain was more profitable for investors over the last year : 6.23 vs. HISFX (1.45). HISFX return over 5 years is better than : 91.54 vs. FIDCX (13.85).
| 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 | 5.371 | 1.321 | 407% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 68.4M | 447% |
| Annual Yield % from dividends | 0.52 | 2.84 | 18% |
| Returns for 1 year | 6.23 | 1.45 | 431% |
| Returns for 3 years | 12.30 | -2.06 | -598% |
| Returns for 5 years | 13.85 | 91.54 | 15% |
| Returns for 10 years | -2.21 | 26.12 | -8% |
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