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FIDSX vs HISFX
FIDSX vs HISFX Comparison
Open Charts FIDSX vs HISFX
Fidelity Select Financials Port
Price$16.22
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets1.09B
Hennessy Small Cap Financial Instl
Price$16.61
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets72.56M
FIDSX vs HISFX Comparison Chart in %
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FIDSX vs. HISFX commentary
Sep 10, 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 Buy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.09B vs. HISFX (72.6M). HISFX pays higher dividends than FIDSX: HISFX (2.52) vs FIDSX (1.31). 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 : 19.22 vs. HISFX (13.05). FIDSX return over 5 years is better than : 117.34 vs. HISFX (106.01).
| 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 | 8.812 | 9.709 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 72.6M | 1,496% |
| Annual Yield % from dividends | 1.31 | 2.52 | 52% |
| Returns for 1 year | 19.22 | 13.05 | 147% |
| Returns for 3 years | 48.50 | 6.50 | 746% |
| Returns for 5 years | 117.34 | 106.01 | 111% |
| Returns for 10 years | 114.95 | 39.75 | 289% |
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