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FIDSX vs HLFNX
FIDSX vs HLFNX Comparison
Open Charts FIDSX vs HLFNX
Fidelity Select Financials Port
Price$14.93
Change-$0.34 (-2.23%)
VolumeN/A
Net Assets1.05B
Hennessy Large Cap Financial Investor
Price$30.76
Change-$0.76 (-2.41%)
VolumeN/A
Net Assets29.39M
FIDSX vs HLFNX Comparison Chart
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FIDSX vs. HLFNX commentary
Jun 16, 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 StrongBuy and HLFNX is a Hold.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.05B vs. HLFNX (29.4M). FIDSX pays higher dividends than HLFNX: FIDSX (1.42) vs HLFNX (0.54). FIDSX was incepted earlier than HLFNX: FIDSX (44 years) vs HLFNX (28 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 : 29.25 vs. FIDSX (19.95). FIDSX return over 5 years is better than : 102.65 vs. HLFNX (42.74).
| 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 | 28 years | - |
| Gain YTD | 0.344 | 4.555 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 29.4M | 3,558% |
| Annual Yield % from dividends | 1.42 | 0.54 | 263% |
| Returns for 1 year | 19.95 | 29.25 | 68% |
| Returns for 3 years | 52.84 | 36.90 | 143% |
| Returns for 5 years | 102.65 | 42.74 | 240% |
| Returns for 10 years | 80.82 | 59.74 | 135% |
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