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FIDCX vs HLFNX
FIDCX vs HLFNX Comparison
Open Charts FIDCX vs HLFNX
JHancock Financial Industries C
Price$16.02
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets308.12M
Hennessy Large Cap Financial Investor
Price$35.58
Change+$0.22 (+0.62%)
VolumeN/A
Net Assets32.73M
FIDCX vs HLFNX Comparison Chart in %
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FIDCX vs. HLFNX commentary
Jul 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: 308M vs. HLFNX (32.7M). FIDCX pays higher dividends than HLFNX: FIDCX (0.52) vs HLFNX (0.49). 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 : 38.99 vs. FIDCX (8.04). HLFNX return over 5 years is better than : 61.66 vs. FIDCX (14.94).
| 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 | 6.233 | 20.938 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 32.7M | 942% |
| Annual Yield % from dividends | 0.52 | 0.49 | 106% |
| Returns for 1 year | 8.04 | 38.99 | 21% |
| Returns for 3 years | 16.45 | 51.12 | 32% |
| Returns for 5 years | 14.94 | 61.66 | 24% |
| Returns for 10 years | -1.12 | 86.66 | -1% |
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