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FIDSX vs HILFX
FIDSX vs HILFX Comparison
Open Charts FIDSX vs HILFX
Fidelity Select Financials Port
Price$15.49
Change-$0.17 (-1.09%)
VolumeN/A
Net Assets1.09B
Hennessy Large Cap Financial Instl
Price$33.98
Change-$0.15 (-0.44%)
VolumeN/A
Net Assets30.92M
FIDSX vs HILFX Comparison Chart in %
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FIDSX vs. HILFX commentary
Aug 08, 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 HILFX is a Hold.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.09B vs. HILFX (30.9M). FIDSX pays higher dividends than HILFX: FIDSX (1.36) vs HILFX (0.65). FIDSX was incepted earlier than HILFX: FIDSX (44 years) vs HILFX (10 years). HILFX (1.57) is less costly to investors than FIDSX (0.69). HILFX is a more actively managed with annual turnover of: 37.00 vs. FIDSX (35.00). FIDSX has a lower initial minimum investment than HILFX: FIDSX (0) vs HILFX (250000). HILFX annual gain was more profitable for investors over the last year : 42.32 vs. FIDSX (22.71). FIDSX return over 5 years is better than : 109.20 vs. HILFX (47.27).
| FIDSX | HILFX | FIDSX / HILFX | |
| Total Expense Ratio | 0.69 | 1.57 | 44% |
| Annual Report Gross Expense Ratio | 0.69 | 1.57 | 44% |
| Fund Existence | 44 years | 10 years | - |
| Gain YTD | 5.250 | 14.838 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 30.9M | 3,534% |
| Annual Yield % from dividends | 1.36 | 0.65 | 209% |
| Returns for 1 year | 22.71 | 42.32 | 54% |
| Returns for 3 years | 46.82 | 38.75 | 121% |
| Returns for 5 years | 109.20 | 47.27 | 231% |
| Returns for 10 years | 89.68 | 78.93 | 114% |
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