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FIDCX vs HSFNX
FIDCX vs HSFNX Comparison
Open Charts FIDCX vs HSFNX
JHancock Financial Industries C
Price$16.02
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets308.12M
Hennessy Small Cap Financial Investor
Price$27.18
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets68.15M
FIDCX vs HSFNX Comparison Chart in %
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FIDCX vs. HSFNX commentary
Jul 27, 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 HSFNX is a Hold.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 308M vs. HSFNX (68.2M). HSFNX pays higher dividends than FIDCX: HSFNX (1.30) vs FIDCX (0.52). FIDCX was incepted earlier than HSFNX: FIDCX (26 years) vs HSFNX (29 years). FIDCX (1.98) is less costly to investors than HSFNX (1.63). FIDCX is a more actively managed with annual turnover of: 61.00 vs. HSFNX (54.00). FIDCX has a lower initial minimum investment than HSFNX: FIDCX (1000) vs HSFNX (2500). FIDCX annual gain was more profitable for investors over the last year : 8.04 vs. HSFNX (0.33). HSFNX return over 5 years is better than : 88.98 vs. FIDCX (14.94).
| FIDCX | HSFNX | FIDCX / HSFNX | |
| Total Expense Ratio | 1.97 | 1.63 | 121% |
| Annual Report Gross Expense Ratio | 1.98 | 1.63 | 121% |
| Fund Existence | 26 years | 29 years | - |
| Gain YTD | 6.233 | 0.816 | 764% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 68.2M | 452% |
| Annual Yield % from dividends | 0.52 | 1.30 | 40% |
| Returns for 1 year | 8.04 | 0.33 | 2,433% |
| Returns for 3 years | 16.45 | 1.27 | 1,293% |
| Returns for 5 years | 14.94 | 88.98 | 17% |
| Returns for 10 years | -1.12 | 24.91 | -4% |
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