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FIDSX vs HISFX
FIDSX vs HISFX Comparison
Open Charts FIDSX vs HISFX
Fidelity Select Financials Port
Price$15.94
Change-$0.10 (-0.62%)
VolumeN/A
Net Assets1.09B
Hennessy Small Cap Financial Instl
Price$15.19
Change-$0.15 (-0.98%)
VolumeN/A
Net Assets68.36M
FIDSX vs HISFX Comparison Chart in %
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FIDSX vs. HISFX commentary
Jul 30, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.09B vs. HISFX (68.4M). HISFX pays higher dividends than FIDSX: HISFX (2.84) vs FIDSX (1.36). 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 : 17.18 vs. HISFX (1.45). FIDSX return over 5 years is better than : 120.99 vs. HISFX (91.54).
| 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 | 7.804 | 1.321 | 591% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 68.4M | 1,589% |
| Annual Yield % from dividends | 1.36 | 2.84 | 48% |
| Returns for 1 year | 17.18 | 1.45 | 1,187% |
| Returns for 3 years | 50.92 | -2.06 | -2,476% |
| Returns for 5 years | 120.99 | 91.54 | 132% |
| Returns for 10 years | 94.84 | 26.12 | 363% |
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