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FIDSX vs HISFX
FIDSX vs HISFX Comparison
Open Charts FIDSX vs HISFX
Fidelity Select Financials Port
Price$16.16
Change+$0.16 (+1.00%)
VolumeN/A
Net Assets1.09B
Hennessy Small Cap Financial Instl
Price$15.63
Change+$0.22 (+1.43%)
VolumeN/A
Net Assets70.45M
FIDSX vs HISFX Comparison Chart in %
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FIDSX vs. HISFX commentary
Jul 07, 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 StrongBuy and HISFX is a Buy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.09B vs. HISFX (70.4M). HISFX pays higher dividends than FIDSX: HISFX (2.84) vs FIDSX (1.36). FIDSX was incepted earlier than HISFX: FIDSX (44 years) vs HISFX (17 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 : 26.33 vs. HISFX (22.60). FIDSX return over 5 years is better than : 128.65 vs. HISFX (100.82).
| 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 | 17 years | - |
| Gain YTD | 8.611 | 3.236 | 266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 70.4M | 1,544% |
| Annual Yield % from dividends | 1.36 | 2.84 | 48% |
| Returns for 1 year | 26.33 | 22.60 | 116% |
| Returns for 3 years | 61.22 | 7.17 | 854% |
| Returns for 5 years | 128.65 | 100.82 | 128% |
| Returns for 10 years | 99.40 | 29.43 | 338% |
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