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FIDSX vs HLFNX
FIDSX vs HLFNX Comparison
Open Charts FIDSX vs HLFNX
Fidelity Select Financials Port
Price$16.22
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets1.09B
Hennessy Large Cap Financial Investor
Price$34.85
Change+$0.28 (+0.81%)
VolumeN/A
Net Assets31.65M
FIDSX vs HLFNX Comparison Chart in %
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FIDSX vs. HLFNX commentary
Sep 09, 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 HLFNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.09B vs. HLFNX (31.7M). FIDSX pays higher dividends than HLFNX: FIDSX (1.31) vs HLFNX (0.47). FIDSX was incepted earlier than HLFNX: FIDSX (44 years) vs HLFNX (29 years). HLFNX (1.89) is less costly to investors than FIDSX (0.69). HLFNX is a more actively managed with annual turnover of: 37.00 vs. FIDSX (35.00). FIDSX has a lower initial minimum investment than HLFNX: FIDSX (0) vs HLFNX (2500). HLFNX annual gain was more profitable for investors over the last year : 40.56 vs. FIDSX (19.22). FIDSX return over 5 years is better than : 117.34 vs. HLFNX (50.77).
| FIDSX | HLFNX | FIDSX / HLFNX | |
| Total Expense Ratio | 0.69 | 1.89 | 37% |
| Annual Report Gross Expense Ratio | 0.69 | 1.89 | 37% |
| Fund Existence | 44 years | 29 years | - |
| Gain YTD | 8.812 | 18.457 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 31.7M | 3,426% |
| Annual Yield % from dividends | 1.31 | 0.47 | 278% |
| Returns for 1 year | 19.22 | 40.56 | 47% |
| Returns for 3 years | 48.50 | 40.00 | 121% |
| Returns for 5 years | 117.34 | 50.77 | 231% |
| Returns for 10 years | 114.95 | 98.09 | 117% |
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