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FIDCX vs HLFNX
FIDCX vs HLFNX Comparison
Open Charts FIDCX vs HLFNX
JHancock Financial Industries C
Price$15.56
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets300.85M
Hennessy Large Cap Financial Investor
Price$30.94
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets29.85M
FIDCX vs HLFNX Comparison Chart
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FIDCX vs. HLFNX commentary
Jun 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 301M vs. HLFNX (29.9M). HLFNX (0.54) and FIDCX (0.53) have matching dividends . FIDCX was incepted earlier than HLFNX: FIDCX (26 years) vs HLFNX (28 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 : 26.32 vs. FIDCX (9.91). HLFNX return over 5 years is better than : 37.87 vs. FIDCX (9.90).
| 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 | 28 years | - |
| Gain YTD | 2.851 | 4.793 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 29.9M | 1,007% |
| Annual Yield % from dividends | 0.53 | 0.54 | 98% |
| Returns for 1 year | 9.91 | 26.32 | 38% |
| Returns for 3 years | 5.73 | 22.31 | 26% |
| Returns for 5 years | 9.90 | 37.87 | 26% |
| Returns for 10 years | -4.21 | 61.90 | -7% |
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