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FIDCX vs HILFX
FIDCX vs HILFX Comparison
Open Charts FIDCX vs HILFX
JHancock Financial Industries C
Price$15.71
Change-$0.17 (-1.07%)
VolumeN/A
Net Assets298.08M
Hennessy Large Cap Financial Instl
Price$34.77
Change-$0.35 (-1.00%)
VolumeN/A
Net Assets31.59M
FIDCX vs HILFX Comparison Chart in %
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FIDCX vs. HILFX commentary
Aug 18, 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 FIDCX is a Buy and HILFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 298M vs. HILFX (31.6M). HILFX pays higher dividends than FIDCX: HILFX (0.65) vs FIDCX (0.52). FIDCX was incepted earlier than HILFX: FIDCX (26 years) vs HILFX (10 years). FIDCX (1.98) is less costly to investors than HILFX (1.57). FIDCX is a more actively managed with annual turnover of: 61.00 vs. HILFX (37.00). FIDCX has a lower initial minimum investment than HILFX: FIDCX (1000) vs HILFX (250000). HILFX annual gain was more profitable for investors over the last year : 37.32 vs. FIDCX (7.10). HILFX return over 5 years is better than : 50.41 vs. FIDCX (8.06).
| FIDCX | HILFX | FIDCX / HILFX | |
| Total Expense Ratio | 1.97 | 1.57 | 125% |
| Annual Report Gross Expense Ratio | 1.98 | 1.57 | 126% |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 4.178 | 16.992 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 31.6M | 943% |
| Annual Yield % from dividends | 0.52 | 0.65 | 81% |
| Returns for 1 year | 7.10 | 37.32 | 19% |
| Returns for 3 years | 4.10 | 32.49 | 13% |
| Returns for 5 years | 8.06 | 50.41 | 16% |
| Returns for 10 years | -2.80 | 84.42 | -3% |
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