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FIDSX vs HISFX
FIDSX vs HISFX Comparison
Open Charts FIDSX vs HISFX
Fidelity Select Financials Port
Price$16.06
Change-$0.04 (-0.25%)
VolumeN/A
Net Assets1.07B
Hennessy Small Cap Financial Instl
Price$16.21
Change-$0.13 (-0.80%)
VolumeN/A
Net Assets70.82M
FIDSX vs HISFX Comparison Chart in %
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FIDSX vs. HISFX commentary
Oct 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 Hold.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.07B vs. HISFX (70.8M). HISFX pays higher dividends than FIDSX: HISFX (2.62) vs FIDSX (1.32). 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 : 13.85 vs. HISFX (11.06). FIDSX return over 5 years is better than : 108.75 vs. HISFX (85.82).
| 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 | 8.207 | 7.926 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 70.8M | 1,511% |
| Annual Yield % from dividends | 1.32 | 2.62 | 51% |
| Returns for 1 year | 13.85 | 11.06 | 125% |
| Returns for 3 years | 61.23 | 8.75 | 699% |
| Returns for 5 years | 108.75 | 85.82 | 127% |
| Returns for 10 years | 112.43 | 34.44 | 326% |
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