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FIDCX vs HLFNX
FIDCX vs HLFNX Comparison
Open Charts FIDCX vs HLFNX
JHancock Financial Industries C
Price$15.74
Change+$0.20 (+1.29%)
VolumeN/A
Net Assets299.67M
Hennessy Large Cap Financial Investor
Price$33.52
Change+$0.54 (+1.64%)
VolumeN/A
Net Assets31.38M
FIDCX vs HLFNX Comparison Chart in %
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FIDCX vs. HLFNX commentary
Jun 27, 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 StrongBuy and HLFNX is a Buy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 300M vs. HLFNX (31.4M). HLFNX (0.54) and FIDCX (0.53) have matching dividends . FIDCX was incepted earlier than HLFNX: FIDCX (26 years) vs HLFNX (29 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 : 38.64 vs. FIDCX (12.33). HLFNX return over 5 years is better than : 57.33 vs. FIDCX (17.98).
| 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 | 29 years | - |
| Gain YTD | 3.050 | 12.101 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 31.4M | 955% |
| Annual Yield % from dividends | 0.53 | 0.54 | 98% |
| Returns for 1 year | 12.33 | 38.64 | 32% |
| Returns for 3 years | 13.77 | 42.56 | 32% |
| Returns for 5 years | 17.98 | 57.33 | 31% |
| Returns for 10 years | -2.58 | 75.61 | -3% |
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