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FIDCX vs HLFNX
FIDCX vs HLFNX Comparison
Open Charts FIDCX vs HLFNX
JHancock Financial Industries C
Price$16.62
Change-$0.06 (-0.36%)
VolumeN/A
Net Assets304.84M
Hennessy Large Cap Financial Investor
Price$33.52
Change-$0.12 (-0.36%)
VolumeN/A
Net Assets32.22M
FIDCX vs HLFNX Comparison Chart in %
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FIDCX vs. HLFNX commentary
Dec 14, 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 Buy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 305M vs. HLFNX (32.2M). FIDCX pays higher dividends than HLFNX: FIDCX (0.52) vs HLFNX (0.48). 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 : 9.18 vs. FIDCX (-3.50). HLFNX return over 5 years is better than : 26.26 vs. FIDCX (1.35).
| 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 | 10.610 | 14.344 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 32.2M | 947% |
| Annual Yield % from dividends | 0.52 | 0.48 | 108% |
| Returns for 1 year | -3.50 | 9.18 | -38% |
| Returns for 3 years | 16.51 | 49.27 | 34% |
| Returns for 5 years | 1.35 | 26.26 | 5% |
| Returns for 10 years | 13.72 | 109.51 | 13% |
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