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FIDSX vs HISFX
FIDSX vs HISFX Comparison
Open Charts FIDSX vs HISFX
Fidelity Select Financials Port
Price$15.46
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets1.05B
Hennessy Small Cap Financial Instl
Price$14.27
Change-$0.11 (-0.76%)
VolumeN/A
Net Assets64.89M
FIDSX vs HISFX Comparison Chart in %
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FIDSX vs. HISFX commentary
Jun 26, 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 HISFX is a Buy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.05B vs. HISFX (64.9M). HISFX pays higher dividends than FIDSX: HISFX (2.95) vs FIDSX (1.42). 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 : 22.72 vs. HISFX (17.83). FIDSX return over 5 years is better than : 122.75 vs. HISFX (88.92).
| 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 | 4.040 | -5.020 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 64.9M | 1,612% |
| Annual Yield % from dividends | 1.42 | 2.95 | 48% |
| Returns for 1 year | 22.72 | 17.83 | 127% |
| Returns for 3 years | 52.42 | -1.08 | -4,842% |
| Returns for 5 years | 122.75 | 88.92 | 138% |
| Returns for 10 years | 87.81 | 16.98 | 517% |
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