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FIDCX vs HLFNX
FIDCX vs HLFNX Comparison
Open Charts FIDCX vs HLFNX
JHancock Financial Industries C
Price$10.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets282.13M
Hennessy Large Cap Financial Investor
Price$32.87
Change-$0.28 (-0.84%)
VolumeN/A
Net Assets31.45M
FIDCX vs HLFNX Comparison Chart in %
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FIDCX vs. HLFNX commentary
Jan 16, 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 FIDCX is a Hold and HLFNX is a Hold.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 282M vs. HLFNX (31.4M). FIDCX pays higher dividends than HLFNX: FIDCX (0.26) vs HLFNX (0.00). FIDCX was incepted earlier than HLFNX: FIDCX (27 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 : 9.64 vs. FIDCX (-31.79). HLFNX return over 5 years is better than : 18.12 vs. FIDCX (-37.21).
| FIDCX | HLFNX | FIDCX / HLFNX | |
| Total Expense Ratio | 1.97 | 1.89 | 104% |
| Annual Report Gross Expense Ratio | 1.98 | 1.89 | 105% |
| Fund Existence | 27 years | 29 years | - |
| Gain YTD | -0.097 | -1.083 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 31.4M | 898% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | -31.79 | 9.64 | -330% |
| Returns for 3 years | -20.21 | 41.67 | -48% |
| Returns for 5 years | -37.21 | 18.12 | -205% |
| Returns for 10 years | -22.50 | 125.77 | -18% |
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