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FIDSX vs HLFNX
FIDSX vs HLFNX Comparison
Open Charts FIDSX vs HLFNX
Fidelity Select Financials Port
Price$15.99
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets1.05B
Hennessy Large Cap Financial Investor
Price$32.87
Change-$0.28 (-0.84%)
VolumeN/A
Net Assets31.45M
FIDSX vs HLFNX Comparison Chart in %
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FIDSX vs. HLFNX commentary
Jan 16, 2026
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 Hold and HLFNX is a Hold.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.05B vs. HLFNX (31.4M). FIDSX pays higher dividends than HLFNX: FIDSX (1.65) vs HLFNX (0.00). 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 (9.64) and FIDSX (9.33) have marching annual gain over last year. FIDSX return over 5 years is better than : 63.41 vs. HLFNX (18.12).
| 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 | 0.250 | -1.083 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 31.4M | 3,341% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | 9.33 | 9.64 | 97% |
| Returns for 3 years | 48.34 | 41.67 | 116% |
| Returns for 5 years | 63.41 | 18.12 | 350% |
| Returns for 10 years | 137.45 | 125.77 | 109% |
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