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FIDCX vs HSFNX
FIDCX vs HSFNX Comparison
Open Charts FIDCX vs HSFNX
JHancock Financial Industries C
Price$15.52
Change+$0.07 (+0.45%)
VolumeN/A
Net Assets294.15M
Hennessy Small Cap Financial Investor
Price$26.29
Change-$0.15 (-0.57%)
VolumeN/A
Net Assets66.27M
FIDCX vs HSFNX Comparison Chart in %
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FIDCX vs. HSFNX commentary
Aug 07, 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 Hold.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 294M vs. HSFNX (66.3M). HSFNX pays higher dividends than FIDCX: HSFNX (1.28) 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). FIDCX annual gain was more profitable for investors over the last year : 10.18 vs. HSFNX (7.12). HSFNX return over 5 years is better than : 76.12 vs. FIDCX (6.55).
| 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 | 2.454 | -1.929 | -127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 66.3M | 443% |
| Annual Yield % from dividends | 0.52 | 1.28 | 41% |
| Returns for 1 year | 10.18 | 7.12 | 143% |
| Returns for 3 years | 9.27 | -5.25 | -176% |
| Returns for 5 years | 6.55 | 76.12 | 9% |
| Returns for 10 years | -4.41 | 20.20 | -22% |
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