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FIDCX vs HSFNX
FIDCX vs HSFNX Comparison
Open Charts FIDCX vs HSFNX
JHancock Financial Industries C
Price$15.94
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets307.16M
Hennessy Small Cap Financial Investor
Price$27.95
Change+$0.19 (+0.68%)
VolumeN/A
Net Assets70.33M
FIDCX vs HSFNX Comparison Chart in %
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FIDCX vs. HSFNX commentary
Jul 11, 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 HSFNX is a Buy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 307M vs. HSFNX (70.3M). HSFNX pays higher dividends than FIDCX: HSFNX (1.30) vs FIDCX (0.52). FIDCX was incepted earlier than HSFNX: FIDCX (26 years) vs HSFNX (29 years). FIDCX (1.98) is less costly to investors than HSFNX (1.63). FIDCX is a more actively managed with annual turnover of: 61.00 vs. HSFNX (54.00). FIDCX has a lower initial minimum investment than HSFNX: FIDCX (1000) vs HSFNX (2500). HSFNX annual gain was more profitable for investors over the last year : 21.54 vs. FIDCX (12.74). HSFNX return over 5 years is better than : 104.17 vs. FIDCX (17.75).
| FIDCX | HSFNX | FIDCX / HSFNX | |
| Total Expense Ratio | 1.97 | 1.63 | 121% |
| Annual Report Gross Expense Ratio | 1.98 | 1.63 | 121% |
| Fund Existence | 26 years | 29 years | - |
| Gain YTD | 5.504 | 2.634 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 70.3M | 437% |
| Annual Yield % from dividends | 0.52 | 1.30 | 40% |
| Returns for 1 year | 12.74 | 21.54 | 59% |
| Returns for 3 years | 17.58 | 7.08 | 248% |
| Returns for 5 years | 17.75 | 104.17 | 17% |
| Returns for 10 years | -1.04 | 26.18 | -4% |
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