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FIDSX vs HLFNX
FIDSX vs HLFNX Comparison
Open Charts FIDSX vs HLFNX
Fidelity Select Financials Port
Price$16.13
Change+$0.11 (+0.69%)
VolumeN/A
Net Assets1.09B
Hennessy Large Cap Financial Investor
Price$35.58
Change+$0.22 (+0.62%)
VolumeN/A
Net Assets32.73M
FIDSX vs HLFNX Comparison Chart in %
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FIDSX vs. HLFNX commentary
Jul 27, 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 HLFNX is a Buy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.09B vs. HLFNX (32.7M). FIDSX pays higher dividends than HLFNX: FIDSX (1.36) vs HLFNX (0.49). 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 : 38.99 vs. FIDSX (18.52). FIDSX return over 5 years is better than : 120.57 vs. HLFNX (61.66).
| 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 | 8.409 | 20.938 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 32.7M | 3,324% |
| Annual Yield % from dividends | 1.36 | 0.49 | 277% |
| Returns for 1 year | 18.52 | 38.99 | 47% |
| Returns for 3 years | 56.64 | 51.12 | 111% |
| Returns for 5 years | 120.57 | 61.66 | 196% |
| Returns for 10 years | 97.49 | 86.66 | 113% |
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