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FIDAX vs HLFNX
FIDAX vs HLFNX Comparison
Open Charts FIDAX vs HLFNX
JHancock Financial Industries A
Price$20.06
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets304.84M
Hennessy Large Cap Financial Investor
Price$33.52
Change-$0.12 (-0.36%)
VolumeN/A
Net Assets32.22M
FIDAX vs HLFNX Comparison Chart in %
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FIDAX vs. HLFNX commentary
Dec 14, 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 FIDAX is a Buy and HLFNX is a Buy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 305M vs. HLFNX (32.2M). FIDAX pays higher dividends than HLFNX: FIDAX (1.08) vs HLFNX (0.48). 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 is a more actively managed with annual turnover of: 61.00 vs. HLFNX (37.00). 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 : 9.18 vs. FIDAX (-1.25). HLFNX return over 5 years is better than : 26.26 vs. FIDAX (10.68).
| 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 | 11.406 | 14.344 | 80% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 32.2M | 947% |
| Annual Yield % from dividends | 1.08 | 0.48 | 225% |
| Returns for 1 year | -1.25 | 9.18 | -14% |
| Returns for 3 years | 22.16 | 49.27 | 45% |
| Returns for 5 years | 10.68 | 26.26 | 41% |
| Returns for 10 years | 30.73 | 109.51 | 28% |
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