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FIDCX vs HISFX
FIDCX vs HISFX Comparison
Open Charts FIDCX vs HISFX
JHancock Financial Industries C
Price$16.05
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets301.79M
Hennessy Small Cap Financial Instl
Price$16.64
Change+$0.12 (+0.73%)
VolumeN/A
Net Assets71.23M
FIDCX vs HISFX Comparison Chart in %
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FIDCX vs. HISFX commentary
Aug 28, 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: 302M vs. HISFX (71.2M). HISFX pays higher dividends than FIDCX: HISFX (2.81) vs FIDCX (0.52). FIDCX was incepted earlier than HISFX: FIDCX (27 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 : 9.18 vs. FIDCX (6.32). HISFX return over 5 years is better than : 97.39 vs. FIDCX (9.81).
| FIDCX | HISFX | FIDCX / HISFX | |
| Total Expense Ratio | 1.97 | 1.29 | 153% |
| Annual Report Gross Expense Ratio | 1.98 | 1.29 | 153% |
| Fund Existence | 27 years | 17 years | - |
| Gain YTD | 6.366 | 9.115 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 71.2M | 424% |
| Annual Yield % from dividends | 0.52 | 2.81 | 19% |
| Returns for 1 year | 6.32 | 9.18 | 69% |
| Returns for 3 years | 12.04 | 4.91 | 245% |
| Returns for 5 years | 9.81 | 97.39 | 10% |
| Returns for 10 years | 5.36 | 41.36 | 13% |
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