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FIDCX vs HLFNX
FIDCX vs HLFNX Comparison
Open Charts FIDCX vs HLFNX
JHancock Financial Industries C
Price$15.69
Change+$0.13 (+0.84%)
VolumeN/A
Net Assets486.91M
Hennessy Large Cap Financial Investor
Price$31.73
Change+$0.56 (+1.80%)
VolumeN/A
Net Assets32.62M
FIDCX vs HLFNX Comparison Chart
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FIDCX vs. HLFNX commentary
Jan 19, 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 HLFNX is a Buy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 487M vs. HLFNX (32.6M). HLFNX pays higher dividends than FIDCX: HLFNX (1.58) vs FIDCX (1.22). FIDCX was incepted earlier than HLFNX: FIDCX (26 years) vs HLFNX (28 years). HLFNX is a more actively managed with annual turnover of: 114.00 vs. FIDCX (72.00). FIDCX has a lower initial minimum investment than HLFNX: FIDCX (1000) vs HLFNX (2500). HLFNX annual gain was more profitable for investors over the last year : 44.63 vs. FIDCX (23.16). HLFNX return over 5 years is better than : 28.32 vs. FIDCX (-7.18).
| FIDCX | HLFNX | FIDCX / HLFNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 4.045 | 7.852 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 487M | 32.6M | 1,494% |
| Annual Yield % from dividends | 1.22 | 1.58 | 77% |
| Returns for 1 year | 23.16 | 44.63 | 52% |
| Returns for 3 years | -7.89 | 3.38 | -233% |
| Returns for 5 years | -7.18 | 28.32 | -25% |
| Returns for 10 years | 7.68 | 78.38 | 10% |
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