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FIDCX vs HISFX
FIDCX vs HISFX Comparison
Open Charts FIDCX vs HISFX
JHancock Financial Industries C
Price$15.12
Change+$0.14 (+0.93%)
VolumeN/A
Net Assets291.96M
Hennessy Small Cap Financial Instl
Price$14.30
Change+$0.31 (+2.22%)
VolumeN/A
Net Assets64.4M
FIDCX vs HISFX Comparison Chart
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FIDCX vs. HISFX commentary
May 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 292M vs. HISFX (64.4M). HISFX pays higher dividends than FIDCX: HISFX (3.02) vs FIDCX (0.56). 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 : 8.42 vs. FIDCX (7.28). HISFX return over 5 years is better than : 81.00 vs. FIDCX (17.26).
| 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 | -0.663 | -7.596 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 64.4M | 453% |
| Annual Yield % from dividends | 0.56 | 3.02 | 19% |
| Returns for 1 year | 7.28 | 8.42 | 87% |
| Returns for 3 years | 5.36 | -6.01 | -89% |
| Returns for 5 years | 17.26 | 81.00 | 21% |
| Returns for 10 years | -6.49 | 22.06 | -29% |
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