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FIDCX vs HLFNX
FIDCX vs HLFNX Comparison
Open Charts FIDCX vs HLFNX
JHancock Financial Industries C
Price$15.29
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets281.39M
Hennessy Large Cap Financial Investor
Price$33.27
Change+$0.36 (+1.09%)
VolumeN/A
Net Assets30.23M
FIDCX vs HLFNX Comparison Chart in %
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FIDCX vs. HLFNX commentary
Nov 20, 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: 281M vs. HLFNX (30.2M). FIDCX pays higher dividends than HLFNX: FIDCX (0.53) vs HLFNX (0.47). FIDCX was incepted earlier than HLFNX: FIDCX (27 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 : 7.23 vs. FIDCX (-11.73). HLFNX return over 5 years is better than : 31.89 vs. FIDCX (-4.30).
| FIDCX | HLFNX | FIDCX / HLFNX | |
| Total Expense Ratio | 1.97 | 1.89 | 104% |
| Annual Report Gross Expense Ratio | 1.98 | 1.89 | 105% |
| Fund Existence | 27 years | 29 years | - |
| Gain YTD | 0.995 | 11.863 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 30.2M | 930% |
| Annual Yield % from dividends | 0.53 | 0.47 | 113% |
| Returns for 1 year | -11.73 | 7.23 | -162% |
| Returns for 3 years | 4.10 | 33.41 | 12% |
| Returns for 5 years | -4.30 | 31.89 | -13% |
| Returns for 10 years | -2.41 | 77.91 | -3% |
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