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FIDSX vs HISFX
FIDSX vs HISFX Comparison
Open Charts FIDSX vs HISFX
Fidelity Select Financials Port
Price$16.29
Change-$0.88 (-5.13%)
VolumeN/A
Net Assets1.02B
Hennessy Small Cap Financial Instl
Price$16.01
Change-$0.06 (-0.37%)
VolumeN/A
Net Assets73.42M
FIDSX vs HISFX Comparison Chart in %
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FIDSX vs. HISFX commentary
Dec 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 FIDSX is a Hold and HISFX is a Hold.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.02B vs. HISFX (73.4M). HISFX pays higher dividends than FIDSX: HISFX (2.50) vs FIDSX (1.33). FIDSX was incepted earlier than HISFX: FIDSX (44 years) vs HISFX (18 years). HISFX (1.29) is less costly to investors than FIDSX (0.69). HISFX is a more actively managed with annual turnover of: 54.00 vs. FIDSX (35.00). FIDSX has a lower initial minimum investment than HISFX: FIDSX (0) vs HISFX (250000). FIDSX annual gain was more profitable for investors over the last year : 9.44 vs. HISFX (4.14). FIDSX return over 5 years is better than : 85.10 vs. HISFX (32.87).
| FIDSX | HISFX | FIDSX / HISFX | |
| Total Expense Ratio | 0.69 | 1.29 | 53% |
| Annual Report Gross Expense Ratio | 0.69 | 1.29 | 53% |
| Fund Existence | 44 years | 18 years | - |
| Gain YTD | 15.399 | 5.746 | 268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 73.4M | 1,387% |
| Annual Yield % from dividends | 1.33 | 2.50 | 53% |
| Returns for 1 year | 9.44 | 4.14 | 228% |
| Returns for 3 years | 67.21 | 12.82 | 524% |
| Returns for 5 years | 85.10 | 32.87 | 259% |
| Returns for 10 years | 123.77 | 35.79 | 346% |
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