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FIDCX vs HLFNX
FIDCX vs HLFNX Comparison
Open Charts FIDCX vs HLFNX
JHancock Financial Industries C
Price$17.83
Change+$0.22 (+1.25%)
VolumeN/A
CapitalizationN/A
Hennessy Large Cap Financial Investor
Price$31.46
Change+$0.49 (+1.58%)
VolumeN/A
CapitalizationN/A
FIDCX vs HLFNX Comparison Chart
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FIDCX vs. HLFNX commentary
Nov 23, 2024
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: 528M vs. HLFNX (31.9M). 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 : 57.17 vs. FIDCX (48.12). HLFNX return over 5 years is better than : 35.53 vs. FIDCX (3.12).
| 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 | 36.838 | 36.604 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 528M | 31.9M | 1,655% |
| Annual Yield % from dividends | 1.22 | 1.58 | 77% |
| Returns for 1 year | 48.12 | 57.17 | 84% |
| Returns for 3 years | -16.58 | -8.21 | 202% |
| Returns for 5 years | 3.12 | 35.53 | 9% |
| Returns for 10 years | 14.39 | 50.75 | 28% |
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