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FIDSX vs HLFNX
FIDSX vs HLFNX Comparison
Open Charts FIDSX vs HLFNX
Fidelity Select Financials Port
Price$16.11
Change+$0.12 (+0.75%)
VolumeN/A
Net Assets1.07B
Hennessy Large Cap Financial Investor
Price$35.67
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets32.27M
FIDSX vs HLFNX Comparison Chart in %
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FIDSX vs. HLFNX commentary
Oct 07, 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 Hold and HLFNX is a Buy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.07B vs. HLFNX (32.3M). FIDSX pays higher dividends than HLFNX: FIDSX (1.32) vs HLFNX (0.47). FIDSX was incepted earlier than HLFNX: FIDSX (44 years) vs HLFNX (29 years). HLFNX (1.89) is less costly to investors than FIDSX (0.69). HLFNX is a more actively managed with annual turnover of: 37.00 vs. FIDSX (35.00). 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 : 40.60 vs. FIDSX (14.96). FIDSX return over 5 years is better than : 119.75 vs. HLFNX (52.07).
| FIDSX | HLFNX | FIDSX / HLFNX | |
| Total Expense Ratio | 0.69 | 1.89 | 37% |
| Annual Report Gross Expense Ratio | 0.69 | 1.89 | 37% |
| Fund Existence | 44 years | 29 years | - |
| Gain YTD | 8.275 | 21.244 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 32.3M | 3,313% |
| Annual Yield % from dividends | 1.32 | 0.47 | 282% |
| Returns for 1 year | 14.96 | 40.60 | 37% |
| Returns for 3 years | 54.60 | 53.29 | 102% |
| Returns for 5 years | 119.75 | 52.07 | 230% |
| Returns for 10 years | 114.25 | 104.90 | 109% |
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