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FIDCX vs HISFX
FIDCX vs HISFX Comparison
Open Charts FIDCX vs HISFX
JHancock Financial Industries C
Price$16.18
Change+$0.17 (+1.06%)
VolumeN/A
Net Assets311.81M
Hennessy Small Cap Financial Instl
Price$15.63
Change+$0.22 (+1.43%)
VolumeN/A
Net Assets70.45M
FIDCX vs HISFX Comparison Chart in %
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FIDCX vs. HISFX commentary
Jul 07, 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 StrongBuy and HISFX is a Buy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 312M vs. HISFX (70.4M). HISFX pays higher dividends than FIDCX: HISFX (2.84) vs FIDCX (0.52). FIDCX was incepted earlier than HISFX: FIDCX (26 years) vs HISFX (17 years). FIDCX (1.98) is less costly to investors than HISFX (1.29). FIDCX is a more actively managed with annual turnover of: 61.00 vs. HISFX (54.00). FIDCX has a lower initial minimum investment than HISFX: FIDCX (1000) vs HISFX (250000). HISFX annual gain was more profitable for investors over the last year : 22.60 vs. FIDCX (14.65). HISFX return over 5 years is better than : 100.82 vs. FIDCX (19.67).
| FIDCX | HISFX | FIDCX / HISFX | |
| Total Expense Ratio | 1.97 | 1.29 | 153% |
| Annual Report Gross Expense Ratio | 1.98 | 1.29 | 153% |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | 7.294 | 3.236 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 312M | 70.4M | 443% |
| Annual Yield % from dividends | 0.52 | 2.84 | 18% |
| Returns for 1 year | 14.65 | 22.60 | 65% |
| Returns for 3 years | 19.57 | 7.17 | 273% |
| Returns for 5 years | 19.67 | 100.82 | 20% |
| Returns for 10 years | 1.49 | 29.43 | 5% |
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