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FIDAX vs HLFNX
FIDAX vs HLFNX Comparison
Open Charts FIDAX vs HLFNX
JHancock Financial Industries A
Price$13.79
Change-$5.06 (-26.84%)
VolumeN/A
Net Assets283.44M
Hennessy Large Cap Financial Investor
Price$32.14
Change-$3.46 (-9.72%)
VolumeN/A
Net Assets30.5M
FIDAX vs HLFNX Comparison Chart in %
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FIDAX vs. HLFNX commentary
Feb 05, 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 HLFNX is a Buy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 283M vs. HLFNX (30.5M). FIDAX pays higher dividends than HLFNX: FIDAX (0.90) vs HLFNX (0.00). FIDAX was incepted earlier than HLFNX: FIDAX (30 years) vs HLFNX (29 years). HLFNX (1.89) is less costly to investors than FIDAX (1.28). FIDAX has a lower initial minimum investment than HLFNX: FIDAX (1000) vs HLFNX (2500). HLFNX annual gain was more profitable for investors over the last year : 0.41 vs. FIDAX (-26.92). HLFNX return over 5 years is better than : 11.20 vs. FIDAX (-24.29).
| FIDAX | HLFNX | FIDAX / HLFNX | |
| Total Expense Ratio | 1.27 | 1.89 | 67% |
| Annual Report Gross Expense Ratio | 1.28 | 1.89 | 68% |
| Fund Existence | 30 years | 29 years | - |
| Gain YTD | 1.174 | -3.280 | -36% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| 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 | 0.41 | -6,628% |
| Returns for 3 years | -9.02 | 30.81 | -29% |
| Returns for 5 years | -24.29 | 11.20 | -217% |
| Returns for 10 years | 2.45 | 127.91 | 2% |
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