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FIDAX vs HILFX
FIDAX vs HILFX Comparison
Open Charts FIDAX vs HILFX
JHancock Financial Industries A
Price$13.79
Change-$5.06 (-26.84%)
VolumeN/A
Net Assets283.44M
Hennessy Large Cap Financial Instl
Price$32.58
Change-$3.47 (-9.63%)
VolumeN/A
Net Assets30.5M
FIDAX vs HILFX Comparison Chart in %
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FIDAX vs. HILFX commentary
Feb 04, 2026
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 FIDAX is a Buy and HILFX is a Buy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 283M vs. HILFX (30.5M). FIDAX pays higher dividends than HILFX: FIDAX (0.90) vs HILFX (0.00). FIDAX was incepted earlier than HILFX: FIDAX (30 years) vs HILFX (11 years). HILFX (1.57) is less costly to investors than FIDAX (1.28). FIDAX has a lower initial minimum investment than HILFX: FIDAX (1000) vs HILFX (250000). HILFX annual gain was more profitable for investors over the last year : 0.71 vs. FIDAX (-26.92). HILFX return over 5 years is better than : 12.50 vs. FIDAX (-24.29).
| FIDAX | HILFX | FIDAX / HILFX | |
| Total Expense Ratio | 1.27 | 1.57 | 81% |
| Annual Report Gross Expense Ratio | 1.28 | 1.57 | 82% |
| Fund Existence | 30 years | 11 years | - |
| Gain YTD | 1.174 | -3.266 | -36% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 30.5M | 928% |
| Annual Yield % from dividends | 0.90 | 0.00 | - |
| Returns for 1 year | -26.92 | 0.71 | -3,786% |
| Returns for 3 years | -9.02 | 32.09 | -28% |
| Returns for 5 years | -24.29 | 12.50 | -194% |
| Returns for 10 years | 2.45 | 134.74 | 2% |
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