Interact to see
Advertisement
Advertisement
FIDSX vs HISFX
FIDSX vs HISFX Comparison
Open Charts FIDSX vs HISFX
Fidelity Select Financials Port
Price$15.59
Change+$0.13 (+0.84%)
VolumeN/A
Net Assets1.07B
Hennessy Small Cap Financial Instl
Price$15.24
Change+$0.25 (+1.67%)
VolumeN/A
Net Assets65.69M
FIDSX vs HISFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIDSX vs. HISFX commentary
Oct 19, 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: 1.07B vs. HISFX (65.7M). HISFX pays higher dividends than FIDSX: HISFX (2.62) vs FIDSX (1.32). 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 : 3.26 vs. HISFX (-4.96). FIDSX return over 5 years is better than : 104.06 vs. HISFX (72.96).
| 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 | 4.780 | 0.660 | 724% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 65.7M | 1,629% |
| Annual Yield % from dividends | 1.32 | 2.62 | 51% |
| Returns for 1 year | 3.26 | -4.96 | -66% |
| Returns for 3 years | 49.47 | -3.79 | -1,306% |
| Returns for 5 years | 104.06 | 72.96 | 143% |
| Returns for 10 years | 103.66 | 23.80 | 435% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement