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FIDSX vs HISFX
FIDSX vs HISFX Comparison
Open Charts FIDSX vs HISFX
Fidelity Select Financials Port
Price$16.38
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets1.09B
Hennessy Small Cap Financial Instl
Price$16.64
Change+$0.12 (+0.73%)
VolumeN/A
Net Assets71.23M
FIDSX vs HISFX Comparison Chart in %
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FIDSX vs. HISFX commentary
Aug 28, 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 HISFX is a Buy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.09B vs. HISFX (71.2M). HISFX pays higher dividends than FIDSX: HISFX (2.81) vs FIDSX (1.36). FIDSX was incepted earlier than HISFX: FIDSX (44 years) vs HISFX (17 years). HISFX (1.29) is less costly to investors than FIDSX (0.69). HISFX is a more actively managed with annual turnover of: 54.00 vs. FIDSX (35.00). FIDSX has a lower initial minimum investment than HISFX: FIDSX (0) vs HISFX (250000). FIDSX annual gain was more profitable for investors over the last year : 17.95 vs. HISFX (9.18). FIDSX return over 5 years is better than : 114.89 vs. HISFX (97.39).
| FIDSX | HISFX | FIDSX / HISFX | |
| Total Expense Ratio | 0.69 | 1.29 | 53% |
| Annual Report Gross Expense Ratio | 0.69 | 1.29 | 53% |
| Fund Existence | 44 years | 17 years | - |
| Gain YTD | 9.686 | 9.115 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 71.2M | 1,534% |
| Annual Yield % from dividends | 1.36 | 2.81 | 48% |
| Returns for 1 year | 17.95 | 9.18 | 196% |
| Returns for 3 years | 52.33 | 4.91 | 1,065% |
| Returns for 5 years | 114.89 | 97.39 | 118% |
| Returns for 10 years | 112.37 | 41.36 | 272% |
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