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FIDSX vs HLFNX
FIDSX vs HLFNX Comparison
Open Charts FIDSX vs HLFNX
Fidelity Select Financials Port
Price$15.94
Change-$0.21 (-1.30%)
VolumeN/A
Net Assets1B
Hennessy Large Cap Financial Investor
Price$34.07
Change-$0.96 (-2.74%)
VolumeN/A
Net Assets31.29M
FIDSX vs HLFNX Comparison Chart in %
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FIDSX vs. HLFNX commentary
Nov 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: 1B vs. HLFNX (31.3M). FIDSX pays higher dividends than HLFNX: FIDSX (1.37) 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 : 11.66 vs. FIDSX (1.66). FIDSX return over 5 years is better than : 91.78 vs. HLFNX (38.11).
| 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 | 8.543 | 15.806 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 31.3M | 3,204% |
| Annual Yield % from dividends | 1.37 | 0.47 | 289% |
| Returns for 1 year | 1.66 | 11.66 | 14% |
| Returns for 3 years | 45.24 | 35.69 | 127% |
| Returns for 5 years | 91.78 | 38.11 | 241% |
| Returns for 10 years | 106.99 | 87.04 | 123% |
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