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FIDSX vs HILFX
FIDSX vs HILFX Comparison
Open Charts FIDSX vs HILFX
Fidelity Select Financials Port
Price$15.86
Change-$0.21 (-1.31%)
VolumeN/A
Net Assets1.09B
Hennessy Large Cap Financial Instl
Price$34.77
Change-$0.35 (-1.00%)
VolumeN/A
Net Assets31.59M
FIDSX vs HILFX Comparison Chart in %
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FIDSX vs. HILFX commentary
Aug 18, 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 FIDSX is a Buy and HILFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.09B vs. HILFX (31.6M). FIDSX pays higher dividends than HILFX: FIDSX (1.36) vs HILFX (0.65). FIDSX was incepted earlier than HILFX: FIDSX (44 years) vs HILFX (10 years). HILFX (1.57) is less costly to investors than FIDSX (0.69). HILFX is a more actively managed with annual turnover of: 37.00 vs. FIDSX (35.00). FIDSX has a lower initial minimum investment than HILFX: FIDSX (0) vs HILFX (250000). HILFX annual gain was more profitable for investors over the last year : 37.32 vs. FIDSX (17.99). FIDSX return over 5 years is better than : 108.34 vs. HILFX (50.41).
| FIDSX | HILFX | FIDSX / HILFX | |
| Total Expense Ratio | 0.69 | 1.57 | 44% |
| Annual Report Gross Expense Ratio | 0.69 | 1.57 | 44% |
| Fund Existence | 44 years | 10 years | - |
| Gain YTD | 6.594 | 16.992 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 31.6M | 3,456% |
| Annual Yield % from dividends | 1.36 | 0.65 | 209% |
| Returns for 1 year | 17.99 | 37.32 | 48% |
| Returns for 3 years | 40.25 | 32.49 | 124% |
| Returns for 5 years | 108.34 | 50.41 | 215% |
| Returns for 10 years | 93.48 | 84.42 | 111% |