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FIDSX vs HISFX
FIDSX vs HISFX Comparison
Open Charts FIDSX vs HISFX
Fidelity Select Financials Port
Price$15.06
Change+$0.18 (+1.21%)
VolumeN/A
Net Assets1.04B
Hennessy Small Cap Financial Instl
Price$14.36
Change+$0.15 (+1.06%)
VolumeN/A
Net Assets66.73M
FIDSX vs HISFX Comparison Chart
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FIDSX vs. HISFX commentary
Apr 04, 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: 1.04B vs. HISFX (66.7M). HISFX pays higher dividends than FIDSX: HISFX (2.92) vs FIDSX (1.53). FIDSX was incepted earlier than HISFX: FIDSX (43 years) vs HISFX (17 years). HISFX (1.30) is less costly to investors than FIDSX (0.72). FIDSX is a more actively managed with annual turnover of: 66.00 vs. HISFX (54.00). 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 : 16.36 vs. HISFX (11.89). FIDSX return over 5 years is better than : 152.38 vs. HISFX (118.53).
| FIDSX | HISFX | FIDSX / HISFX | |
| Total Expense Ratio | 0.72 | 1.30 | 55% |
| Annual Report Gross Expense Ratio | 0.72 | 1.30 | 55% |
| Fund Existence | 43 years | 17 years | - |
| Gain YTD | -0.201 | -6.143 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 66.7M | 1,558% |
| Annual Yield % from dividends | 1.53 | 2.92 | 53% |
| Returns for 1 year | 16.36 | 11.89 | 138% |
| Returns for 3 years | 22.78 | -13.32 | -171% |
| Returns for 5 years | 152.38 | 118.53 | 129% |
| Returns for 10 years | 84.15 | 24.55 | 343% |
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