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FIDCX vs HILFX
FIDCX vs HILFX Comparison
Open Charts FIDCX vs HILFX
JHancock Financial Industries C
Price$15.88
Change-$0.25 (-1.55%)
VolumeN/A
Net Assets299.92M
Hennessy Large Cap Financial Instl
Price$35.58
Change+$0.41 (+1.17%)
VolumeN/A
Net Assets31.65M
FIDCX vs HILFX Comparison Chart in %
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FIDCX vs. HILFX commentary
Sep 08, 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: 300M vs. HILFX (31.7M). HILFX pays higher dividends than FIDCX: HILFX (0.64) vs FIDCX (0.51). FIDCX was incepted earlier than HILFX: FIDCX (27 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 : 36.46 vs. FIDCX (5.40). HILFX return over 5 years is better than : 49.45 vs. FIDCX (10.55).
| FIDCX | HILFX | FIDCX / HILFX | |
| Total Expense Ratio | 1.97 | 1.57 | 125% |
| Annual Report Gross Expense Ratio | 1.98 | 1.57 | 126% |
| Fund Existence | 27 years | 10 years | - |
| Gain YTD | 5.305 | 17.766 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 31.7M | 946% |
| Annual Yield % from dividends | 0.51 | 0.64 | 80% |
| Returns for 1 year | 5.40 | 36.46 | 15% |
| Returns for 3 years | 14.70 | 47.01 | 31% |
| Returns for 5 years | 10.55 | 49.45 | 21% |
| Returns for 10 years | 5.24 | 99.86 | 5% |
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