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FIDAX vs HSFNX
FIDAX vs HSFNX Comparison
Open Charts FIDAX vs HSFNX
JHancock Financial Industries A
Price$13.90
Change+$0.11 (+0.80%)
VolumeN/A
Net Assets287.63M
Hennessy Small Cap Financial Investor
Price$30.43
Change+$0.33 (+1.10%)
VolumeN/A
Net Assets76.37M
FIDAX vs HSFNX Comparison Chart in %
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FIDAX vs. HSFNX 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 HSFNX is a Buy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 288M vs. HSFNX (76.4M). FIDAX pays higher dividends than HSFNX: FIDAX (0.90) vs HSFNX (0.78). FIDAX was incepted earlier than HSFNX: FIDAX (30 years) vs HSFNX (29 years). HSFNX (1.63) is less costly to investors than FIDAX (1.28). FIDAX has a lower initial minimum investment than HSFNX: FIDAX (1000) vs HSFNX (2500). HSFNX annual gain was more profitable for investors over the last year : 9.64 vs. FIDAX (-26.22). HSFNX return over 5 years is better than : 27.20 vs. FIDAX (-23.96).
| FIDAX | HSFNX | FIDAX / HSFNX | |
| Total Expense Ratio | 1.27 | 1.63 | 78% |
| Annual Report Gross Expense Ratio | 1.28 | 1.63 | 79% |
| Fund Existence | 30 years | 29 years | - |
| Gain YTD | 1.981 | 10.977 | 18% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 76.4M | 377% |
| Annual Yield % from dividends | 0.90 | 0.78 | 115% |
| Returns for 1 year | -26.22 | 9.64 | -272% |
| Returns for 3 years | -8.30 | 13.85 | -60% |
| Returns for 5 years | -23.96 | 27.20 | -88% |
| Returns for 10 years | 3.27 | 63.26 | 5% |
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