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FIDCX vs HSFNX
FIDCX vs HSFNX Comparison
Open Charts FIDCX vs HSFNX
JHancock Financial Industries C
Price$16.05
Change+$0.19 (+1.20%)
VolumeN/A
Net Assets294.62M
Hennessy Small Cap Financial Investor
Price$30.62
Change+$0.65 (+2.17%)
VolumeN/A
Net Assets72.66M
FIDCX vs HSFNX Comparison Chart in %
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FIDCX vs. HSFNX commentary
Dec 04, 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 HSFNX is a Hold.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 295M vs. HSFNX (72.7M). HSFNX pays higher dividends than FIDCX: HSFNX (1.14) vs FIDCX (0.52). FIDCX was incepted earlier than HSFNX: FIDCX (27 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). HSFNX annual gain was more profitable for investors over the last year : -3.15 vs. FIDCX (-10.45). HSFNX return over 5 years is better than : 45.89 vs. FIDCX (-2.60).
| FIDCX | HSFNX | FIDCX / HSFNX | |
| Total Expense Ratio | 1.97 | 1.63 | 121% |
| Annual Report Gross Expense Ratio | 1.98 | 1.63 | 121% |
| Fund Existence | 27 years | 29 years | - |
| Gain YTD | 5.239 | 11.758 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 295M | 72.7M | 406% |
| Annual Yield % from dividends | 0.52 | 1.14 | 45% |
| Returns for 1 year | -10.45 | -3.15 | 332% |
| Returns for 3 years | 6.68 | 3.58 | 187% |
| Returns for 5 years | -2.60 | 45.89 | -6% |
| Returns for 10 years | 1.25 | 27.46 | 5% |
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