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FIDSX vs HLFNX
FIDSX vs HLFNX Comparison
Open Charts FIDSX vs HLFNX
Fidelity Select Financials Port
Price$13.87
Change+$0.19 (+1.39%)
VolumeN/A
Net Assets1.04B
Hennessy Large Cap Financial Investor
Price$27.50
Change+$0.52 (+1.93%)
VolumeN/A
Net Assets26.53M
FIDSX vs HLFNX Comparison Chart
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FIDSX vs. HLFNX commentary
Apr 25, 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 HLFNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.04B vs. HLFNX (26.5M). FIDSX pays higher dividends than HLFNX: FIDSX (1.53) vs HLFNX (0.58). FIDSX was incepted earlier than HLFNX: FIDSX (43 years) vs HLFNX (28 years). HLFNX (1.80) is less costly to investors than FIDSX (0.72). FIDSX is a more actively managed with annual turnover of: 66.00 vs. HLFNX (37.00). FIDSX has a lower initial minimum investment than HLFNX: FIDSX (0) vs HLFNX (2500). HLFNX annual gain was more profitable for investors over the last year : 11.05 vs. FIDSX (8.11). FIDSX return over 5 years is better than : 117.93 vs. HLFNX (43.35).
| FIDSX | HLFNX | FIDSX / HLFNX | |
| Total Expense Ratio | 0.72 | 1.80 | 40% |
| Annual Report Gross Expense Ratio | 0.72 | 1.80 | 40% |
| Fund Existence | 43 years | 28 years | - |
| Gain YTD | -8.057 | -8.294 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 26.5M | 3,921% |
| Annual Yield % from dividends | 1.53 | 0.58 | 263% |
| Returns for 1 year | 8.11 | 11.05 | 73% |
| Returns for 3 years | 24.19 | 4.36 | 554% |
| Returns for 5 years | 117.93 | 43.35 | 272% |
| Returns for 10 years | 69.16 | 45.32 | 153% |
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