Interact to see
Advertisement
Advertisement
FIDSX vs HLFNX
FIDSX vs HLFNX Comparison
Open Charts FIDSX vs HLFNX
Fidelity Select Financials Port
Price$15.83
Change+$0.24 (+1.54%)
VolumeN/A
Net Assets1.07B
Hennessy Large Cap Financial Investor
Price$34.88
Change+$0.72 (+2.11%)
VolumeN/A
Net Assets30.9M
FIDSX vs HLFNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIDSX vs. HLFNX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.07B vs. HLFNX (30.9M). FIDSX pays higher dividends than HLFNX: FIDSX (1.32) 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 : 25.21 vs. FIDSX (3.60). FIDSX return over 5 years is better than : 104.55 vs. HLFNX (48.83).
| 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 | 4.780 | 18.559 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 30.9M | 3,463% |
| Annual Yield % from dividends | 1.32 | 0.47 | 282% |
| Returns for 1 year | 3.60 | 25.21 | 14% |
| Returns for 3 years | 51.25 | 52.06 | 98% |
| Returns for 5 years | 104.55 | 48.83 | 214% |
| Returns for 10 years | 100.02 | 93.55 | 107% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement