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FIDCX vs HLFNX
FIDCX vs HLFNX Comparison
Open Charts FIDCX vs HLFNX
JHancock Financial Industries C
Price$14.23
Change-$0.95 (-6.26%)
VolumeN/A
Net Assets370.9M
Hennessy Large Cap Financial Investor
Price$26.77
Change-$2.25 (-7.75%)
VolumeN/A
Net Assets28.83M
FIDCX vs HLFNX Comparison Chart
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FIDCX vs. HLFNX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 371M vs. HLFNX (28.8M). 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) is less costly to investors than HLFNX (1.80). 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 : 19.54 vs. FIDCX (8.87). HLFNX return over 5 years is better than : 77.20 vs. FIDCX (40.34).
| FIDCX | HLFNX | FIDCX / HLFNX | |
| Total Expense Ratio | 1.97 | 1.80 | 109% |
| Annual Report Gross Expense Ratio | 1.98 | 1.80 | 110% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 0.663 | -1.360 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 28.8M | 1,288% |
| Annual Yield % from dividends | 0.54 | 0.58 | 94% |
| Returns for 1 year | 8.87 | 19.54 | 45% |
| Returns for 3 years | -3.49 | 5.03 | -69% |
| Returns for 5 years | 40.34 | 77.20 | 52% |
| Returns for 10 years | -2.73 | 56.88 | -5% |
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