FIKAX
Price
$50.33
Change
+$0.26 (+0.52%)
Updated
Nov 14 closing price
HNRGX
Price
$27.84
Change
+$0.06 (+0.22%)
Updated
Nov 14 closing price
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FIKAX vs HNRGX

Header iconFIKAX vs HNRGX Comparison
Open Charts FIKAX vs HNRGXBanner chart's image
Fidelity Advisor Energy Z
Price$50.33
Change+$0.26 (+0.52%)
VolumeN/A
CapitalizationN/A
Hennessy Energy Transition Investor
Price$27.84
Change+$0.06 (+0.22%)
VolumeN/A
CapitalizationN/A
FIKAX vs HNRGX Comparison Chart
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FIKAX vs. HNRGX commentary
Nov 15, 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 FIKAX is a Buy and HNRGX is a StrongBuy.

FUNDAMENTALS
Fundamentals
FIKAX has more cash in the bank: 1.17B vs. HNRGX (15.2M). FIKAX pays higher dividends than HNRGX: FIKAX (1.99) vs HNRGX (0.00). FIKAX was incepted earlier than HNRGX: FIKAX (6 years) vs HNRGX (11 years). HNRGX is a more actively managed with annual turnover of: 28.00 vs. FIKAX (21.00). FIKAX has a lower initial minimum investment than HNRGX: FIKAX (0) vs HNRGX (2500). HNRGX annual gain was more profitable for investors over the last year : 15.13 vs. FIKAX (8.37). HNRGX return over 5 years is better than : 119.81 vs. FIKAX (96.33).
FIKAXHNRGXFIKAX / HNRGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence6 years11 years-
Gain YTD10.82317.06763%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets1.17B15.2M7,664%
Annual Yield % from dividends1.990.00-
Returns for 1 year8.3715.1355%
Returns for 3 years76.4870.34109%
Returns for 5 years96.33119.8180%
Returns for 10 yearsN/A45.15-
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