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FIDCX vs HLFNX
FIDCX vs HLFNX Comparison
Open Charts FIDCX vs HLFNX
JHancock Financial Industries C
Price$15.88
Change-$0.25 (-1.55%)
VolumeN/A
Net Assets299.92M
Hennessy Large Cap Financial Investor
Price$34.57
Change-$0.58 (-1.65%)
VolumeN/A
Net Assets31.65M
FIDCX vs HLFNX Comparison Chart in %
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FIDCX vs. HLFNX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 300M vs. HLFNX (31.7M). FIDCX pays higher dividends than HLFNX: FIDCX (0.51) 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 : 36.00 vs. FIDCX (5.40). HLFNX return over 5 years is better than : 47.63 vs. FIDCX (10.55).
| 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 | 5.305 | 17.505 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 31.7M | 946% |
| Annual Yield % from dividends | 0.51 | 0.47 | 108% |
| Returns for 1 year | 5.40 | 36.00 | 15% |
| Returns for 3 years | 14.70 | 46.34 | 32% |
| Returns for 5 years | 10.55 | 47.63 | 22% |
| Returns for 10 years | 5.24 | 94.77 | 6% |
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