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FIDSX vs HSFNX
FIDSX vs HSFNX Comparison
Open Charts FIDSX vs HSFNX
Fidelity Select Financials Port
Price$16.13
Change+$0.11 (+0.69%)
VolumeN/A
Net Assets1.09B
Hennessy Small Cap Financial Investor
Price$27.18
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets68.15M
FIDSX vs HSFNX Comparison Chart in %
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FIDSX vs. HSFNX commentary
Jul 27, 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 HSFNX is a Hold.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.09B vs. HSFNX (68.2M). FIDSX (1.36) and HSFNX (1.30) have matching dividends . FIDSX was incepted earlier than HSFNX: FIDSX (44 years) vs HSFNX (29 years). HSFNX (1.63) is less costly to investors than FIDSX (0.69). HSFNX is a more actively managed with annual turnover of: 54.00 vs. FIDSX (35.00). FIDSX has a lower initial minimum investment than HSFNX: FIDSX (0) vs HSFNX (2500). FIDSX annual gain was more profitable for investors over the last year : 18.52 vs. HSFNX (0.33). FIDSX return over 5 years is better than : 120.57 vs. HSFNX (88.98).
| FIDSX | HSFNX | FIDSX / HSFNX | |
| Total Expense Ratio | 0.69 | 1.63 | 42% |
| Annual Report Gross Expense Ratio | 0.69 | 1.63 | 42% |
| Fund Existence | 44 years | 29 years | - |
| Gain YTD | 8.409 | 0.816 | 1,030% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 68.2M | 1,594% |
| Annual Yield % from dividends | 1.36 | 1.30 | 105% |
| Returns for 1 year | 18.52 | 0.33 | 5,607% |
| Returns for 3 years | 56.64 | 1.27 | 4,452% |
| Returns for 5 years | 120.57 | 88.98 | 136% |
| Returns for 10 years | 97.49 | 24.91 | 391% |
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