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FIDSX vs HISFX
FIDSX vs HISFX Comparison
Open Charts FIDSX vs HISFX
Fidelity Select Financials Port
Price$16.15
Change-$0.05 (-0.31%)
VolumeN/A
Net Assets1.09B
Hennessy Small Cap Financial Instl
Price$16.34
Change+$0.08 (+0.49%)
VolumeN/A
Net Assets71.51M
FIDSX vs HISFX Comparison Chart in %
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FIDSX vs. HISFX commentary
Sep 18, 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: 1.09B vs. HISFX (71.5M). HISFX pays higher dividends than FIDSX: HISFX (2.52) vs FIDSX (1.31). 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 : 15.16 vs. HISFX (6.91). FIDSX return over 5 years is better than : 118.13 vs. HISFX (101.89).
| 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 | 8.543 | 7.398 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 71.5M | 1,519% |
| Annual Yield % from dividends | 1.31 | 2.52 | 52% |
| Returns for 1 year | 15.16 | 6.91 | 219% |
| Returns for 3 years | 52.77 | 4.69 | 1,124% |
| Returns for 5 years | 118.13 | 101.89 | 116% |
| Returns for 10 years | 116.21 | 38.62 | 301% |
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