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FIDCX vs HSFNX
FIDCX vs HSFNX Comparison
Open Charts FIDCX vs HSFNX
JHancock Financial Industries C
Price$15.12
Change+$0.14 (+0.93%)
VolumeN/A
Net Assets291.96M
Hennessy Small Cap Financial Investor
Price$25.44
Change+$0.55 (+2.21%)
VolumeN/A
Net Assets64.4M
FIDCX vs HSFNX Comparison Chart
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FIDCX vs. HSFNX commentary
May 09, 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 HSFNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 292M vs. HSFNX (64.4M). HSFNX pays higher dividends than FIDCX: HSFNX (1.37) vs FIDCX (0.56). FIDCX was incepted earlier than HSFNX: FIDCX (26 years) vs HSFNX (28 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 : 8.11 vs. FIDCX (7.28). HSFNX return over 5 years is better than : 80.48 vs. FIDCX (17.26).
| 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 | 28 years | - |
| Gain YTD | -0.663 | -7.678 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 64.4M | 453% |
| Annual Yield % from dividends | 0.56 | 1.37 | 41% |
| Returns for 1 year | 7.28 | 8.11 | 90% |
| Returns for 3 years | 5.36 | -5.59 | -96% |
| Returns for 5 years | 17.26 | 80.48 | 21% |
| Returns for 10 years | -6.49 | 20.12 | -32% |
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