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FIDCX vs HLFNX
FIDCX vs HLFNX Comparison
Open Charts FIDCX vs HLFNX
JHancock Financial Industries C
Price$14.56
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets285.21M
Hennessy Large Cap Financial Investor
Price$28.38
Change-$0.13 (-0.46%)
VolumeN/A
Net Assets27.71M
FIDCX vs HLFNX Comparison Chart
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FIDCX vs. HLFNX commentary
May 01, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 285M vs. HLFNX (27.7M). HLFNX pays higher dividends than FIDCX: HLFNX (0.58) vs FIDCX (0.54). FIDCX was incepted earlier than HLFNX: FIDCX (26 years) vs HLFNX (28 years). FIDCX (1.98) and HLFNX (1.89) have similar cost to investors . FIDCX is a more actively managed with annual turnover of: 61.00 vs. HLFNX (37.00). 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 : 19.55 vs. FIDCX (8.10). HLFNX return over 5 years is better than : 47.34 vs. FIDCX (18.22).
| FIDCX | HLFNX | FIDCX / HLFNX | |
| Total Expense Ratio | 1.97 | 1.89 | 104% |
| Annual Report Gross Expense Ratio | 1.98 | 1.89 | 105% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | -3.117 | -3.093 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 27.7M | 1,029% |
| Annual Yield % from dividends | 0.54 | 0.58 | 94% |
| Returns for 1 year | 8.10 | 19.55 | 41% |
| Returns for 3 years | 1.01 | 14.93 | 7% |
| Returns for 5 years | 18.22 | 47.34 | 38% |
| Returns for 10 years | -7.30 | 53.16 | -14% |
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