Interact to see
Advertisement
Advertisement
FIDCX vs HISFX
FIDCX vs HISFX Comparison
Open Charts FIDCX vs HISFX
JHancock Financial Industries C
Price$15.41
Change+$0.28 (+1.85%)
VolumeN/A
Net Assets279.17M
Hennessy Small Cap Financial Instl
Price$16.15
Change+$0.60 (+3.86%)
VolumeN/A
Net Assets65.9M
FIDCX vs HISFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIDCX vs. HISFX commentary
Nov 22, 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: 279M vs. HISFX (65.9M). HISFX pays higher dividends than FIDCX: HISFX (2.65) vs FIDCX (0.53). 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 : -9.35 vs. FIDCX (-13.61). HISFX return over 5 years is better than : 40.18 vs. FIDCX (-4.93).
| 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 | 0.332 | 2.708 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 65.9M | 423% |
| Annual Yield % from dividends | 0.53 | 2.65 | 20% |
| Returns for 1 year | -13.61 | -9.35 | 146% |
| Returns for 3 years | 2.05 | -4.71 | -43% |
| Returns for 5 years | -4.93 | 40.18 | -12% |
| Returns for 10 years | -2.64 | 18.72 | -14% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers