Interact to see
Advertisement
Advertisement
FIDSX vs HLFNX
FIDSX vs HLFNX Comparison
Open Charts FIDSX vs HLFNX
Fidelity Select Financials Port
Price$16.83
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.02B
Hennessy Large Cap Financial Investor
Price$33.52
Change-$0.12 (-0.36%)
VolumeN/A
Net Assets32.22M
FIDSX vs HLFNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIDSX vs. HLFNX commentary
Dec 14, 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 Buy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.02B vs. HLFNX (32.2M). FIDSX pays higher dividends than HLFNX: FIDSX (1.33) vs HLFNX (0.48). 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 : 9.18 vs. FIDSX (3.66). FIDSX return over 5 years is better than : 82.84 vs. HLFNX (26.26).
| 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 | 11.635 | 14.344 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 32.2M | 3,161% |
| Annual Yield % from dividends | 1.33 | 0.48 | 278% |
| Returns for 1 year | 3.66 | 9.18 | 40% |
| Returns for 3 years | 52.35 | 49.27 | 106% |
| Returns for 5 years | 82.84 | 26.26 | 315% |
| Returns for 10 years | 119.63 | 109.51 | 109% |