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FIDCX vs HLFNX
FIDCX vs HLFNX Comparison
Open Charts FIDCX vs HLFNX
JHancock Financial Industries C
Price$15.71
Change-$0.17 (-1.07%)
VolumeN/A
Net Assets298.08M
Hennessy Large Cap Financial Investor
Price$34.35
Change-$0.35 (-1.01%)
VolumeN/A
Net Assets31.59M
FIDCX vs HLFNX Comparison Chart in %
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FIDCX vs. HLFNX 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 HLFNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 298M vs. HLFNX (31.6M). FIDCX pays higher dividends than HLFNX: FIDCX (0.52) vs HLFNX (0.48). FIDCX was incepted earlier than HLFNX: FIDCX (26 years) vs HLFNX (29 years). FIDCX (1.98) and HLFNX (1.89) have similar cost to investors . FIDCX is a more actively managed with annual turnover of: 61.00 vs. HLFNX (37.00). FIDCX has a lower initial minimum investment than HLFNX: FIDCX (1000) vs HLFNX (2500). HLFNX annual gain was more profitable for investors over the last year : 36.84 vs. FIDCX (7.10). HLFNX return over 5 years is better than : 48.61 vs. FIDCX (8.06).
| FIDCX | HLFNX | FIDCX / HLFNX | |
| Total Expense Ratio | 1.97 | 1.89 | 104% |
| Annual Report Gross Expense Ratio | 1.98 | 1.89 | 105% |
| Fund Existence | 26 years | 29 years | - |
| Gain YTD | 4.178 | 16.757 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 31.6M | 943% |
| Annual Yield % from dividends | 0.52 | 0.48 | 109% |
| Returns for 1 year | 7.10 | 36.84 | 19% |
| Returns for 3 years | 4.10 | 31.88 | 13% |
| Returns for 5 years | 8.06 | 48.61 | 17% |
| Returns for 10 years | -2.80 | 79.74 | -4% |
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