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FIDSX vs HISFX
FIDSX vs HISFX Comparison
Open Charts FIDSX vs HISFX
Fidelity Select Financials Port
Price$14.74
Change+$0.16 (+1.10%)
VolumeN/A
Net Assets980.97M
Hennessy Small Cap Financial Instl
Price$14.30
Change+$0.31 (+2.22%)
VolumeN/A
Net Assets64.4M
FIDSX vs HISFX Comparison Chart
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FIDSX vs. HISFX commentary
May 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 981M vs. HISFX (64.4M). HISFX pays higher dividends than FIDSX: HISFX (3.02) vs FIDSX (1.50). FIDSX was incepted earlier than HISFX: FIDSX (43 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 : 14.16 vs. HISFX (8.42). FIDSX return over 5 years is better than : 119.56 vs. HISFX (81.00).
| FIDSX | HISFX | FIDSX / HISFX | |
| Total Expense Ratio | 0.69 | 1.29 | 53% |
| Annual Report Gross Expense Ratio | 0.69 | 1.29 | 53% |
| Fund Existence | 43 years | 17 years | - |
| Gain YTD | -2.008 | -7.596 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 981M | 64.4M | 1,523% |
| Annual Yield % from dividends | 1.50 | 3.02 | 50% |
| Returns for 1 year | 14.16 | 8.42 | 168% |
| Returns for 3 years | 38.91 | -6.01 | -648% |
| Returns for 5 years | 119.56 | 81.00 | 148% |
| Returns for 10 years | 78.36 | 22.06 | 355% |
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