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FIDCX vs HLFNX
FIDCX vs HLFNX Comparison
Open Charts FIDCX vs HLFNX
JHancock Financial Industries C
Price$15.50
Change-$0.30 (-1.90%)
VolumeN/A
Net Assets428.5M
Hennessy Large Cap Financial Investor
Price$30.87
Change-$0.92 (-2.89%)
VolumeN/A
Net Assets32.64M
FIDCX vs HLFNX Comparison Chart
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FIDCX vs. HLFNX commentary
Feb 23, 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 Hold and HLFNX is a Hold.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 428M 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 : 36.14 vs. FIDCX (15.71). HLFNX return over 5 years is better than : 23.04 vs. FIDCX (-8.93).
| 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 | 2.785 | 4.929 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 428M | 32.6M | 1,313% |
| Annual Yield % from dividends | 1.22 | 1.58 | 77% |
| Returns for 1 year | 15.71 | 36.14 | 43% |
| Returns for 3 years | -5.64 | 4.93 | -114% |
| Returns for 5 years | -8.93 | 23.04 | -39% |
| Returns for 10 years | -0.62 | 65.67 | -1% |
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