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FIDCX vs HLFNX
FIDCX vs HLFNX Comparison
Open Charts FIDCX vs HLFNX
JHancock Financial Industries C
Price$17.37
Change-$0.06 (-0.34%)
VolumeN/A
CapitalizationN/A
Hennessy Large Cap Financial Investor
Price$30.68
Change-$0.26 (-0.84%)
VolumeN/A
CapitalizationN/A
FIDCX vs HLFNX Comparison Chart
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FIDCX vs. HLFNX commentary
Nov 14, 2024
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: 526M vs. HLFNX (32M). HLFNX pays higher dividends than FIDCX: HLFNX (1.58) vs FIDCX (1.22). FIDCX was incepted earlier than HLFNX: FIDCX (26 years) vs HLFNX (28 years). HLFNX is a more actively managed with annual turnover of: 114.00 vs. FIDCX (72.00). 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 : 54.95 vs. FIDCX (46.48). HLFNX return over 5 years is better than : 33.02 vs. FIDCX (0.86).
| FIDCX | HLFNX | FIDCX / HLFNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 33.768 | 33.218 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 32M | 1,644% |
| Annual Yield % from dividends | 1.22 | 1.58 | 77% |
| Returns for 1 year | 46.48 | 54.95 | 85% |
| Returns for 3 years | -18.52 | -12.54 | 148% |
| Returns for 5 years | 0.86 | 33.02 | 3% |
| Returns for 10 years | 13.30 | 48.41 | 27% |
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