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FIDSX vs HLFNX
FIDSX vs HLFNX Comparison
Open Charts FIDSX vs HLFNX
Fidelity Select Financials Port
Price$14.86
Change-$0.41 (-2.69%)
VolumeN/A
Net Assets980.97M
Hennessy Large Cap Financial Investor
Price$30.36
Change-$0.76 (-2.44%)
VolumeN/A
Net Assets30.2M
FIDSX vs HLFNX Comparison Chart
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FIDSX vs. HLFNX commentary
May 23, 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: 981M vs. HLFNX (30.2M). FIDSX pays higher dividends than HLFNX: FIDSX (1.50) vs HLFNX (0.59). FIDSX was incepted earlier than HLFNX: FIDSX (43 years) vs HLFNX (28 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 : 24.72 vs. FIDSX (17.12). FIDSX return over 5 years is better than : 133.78 vs. HLFNX (54.88).
| FIDSX | HLFNX | FIDSX / HLFNX | |
| Total Expense Ratio | 0.69 | 1.89 | 37% |
| Annual Report Gross Expense Ratio | 0.69 | 1.89 | 37% |
| Fund Existence | 43 years | 28 years | - |
| Gain YTD | 2.629 | 5.778 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 981M | 30.2M | 3,248% |
| Annual Yield % from dividends | 1.50 | 0.59 | 257% |
| Returns for 1 year | 17.12 | 24.72 | 69% |
| Returns for 3 years | 48.15 | 31.52 | 153% |
| Returns for 5 years | 133.78 | 54.88 | 244% |
| Returns for 10 years | 85.63 | 63.26 | 135% |
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