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FIDCX vs HLFNX
FIDCX vs HLFNX Comparison
Open Charts FIDCX vs HLFNX
JHancock Financial Industries C
Price$10.42
Change-$5.22 (-33.38%)
VolumeN/A
Net Assets284.71M
Hennessy Large Cap Financial Investor
Price$32.14
Change-$3.46 (-9.72%)
VolumeN/A
Net Assets30.5M
FIDCX vs HLFNX Comparison Chart in %
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FIDCX vs. HLFNX commentary
Feb 05, 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 Buy and HLFNX is a Buy.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 285M vs. HLFNX (30.5M). 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 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 : 0.41 vs. FIDCX (-34.21). HLFNX return over 5 years is better than : 11.20 vs. FIDCX (-37.22).
| 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 | 1.067 | -3.280 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 30.5M | 934% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | -34.21 | 0.41 | -8,423% |
| Returns for 3 years | -20.66 | 30.81 | -67% |
| Returns for 5 years | -37.22 | 11.20 | -332% |
| Returns for 10 years | -19.75 | 127.91 | -15% |
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