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FIDSX vs HISFX
FIDSX vs HISFX Comparison
Open Charts FIDSX vs HISFX
Fidelity Select Financials Port
Price$16.27
Change+$0.24 (+1.50%)
VolumeN/A
Net Assets1.02B
Hennessy Small Cap Financial Instl
Price$17.25
Change+$0.37 (+2.19%)
VolumeN/A
Net Assets72.66M
FIDSX vs HISFX Comparison Chart in %
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FIDSX vs. HISFX 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 FIDSX is a Buy and HISFX is a Hold.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.02B vs. HISFX (72.7M). 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 : -1.77 vs. HISFX (-2.89). FIDSX return over 5 years is better than : 78.21 vs. HISFX (46.32).
| 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 | 7.939 | 12.087 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 72.7M | 1,400% |
| Annual Yield % from dividends | 1.33 | 2.50 | 53% |
| Returns for 1 year | -1.77 | -2.89 | 61% |
| Returns for 3 years | 42.61 | 3.16 | 1,347% |
| Returns for 5 years | 78.21 | 46.32 | 169% |
| Returns for 10 years | 101.63 | 29.48 | 345% |
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