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FIDSX vs HLFNX
FIDSX vs HLFNX Comparison
Open Charts FIDSX vs HLFNX
Fidelity Select Financials Port
Price$15.35
Change-$0.26 (-1.67%)
VolumeN/A
Net Assets1.08B
Hennessy Large Cap Financial Investor
Price$30.87
Change-$0.92 (-2.89%)
VolumeN/A
Net Assets32.64M
FIDSX vs HLFNX Comparison Chart
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FIDSX vs. HLFNX commentary
Feb 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 Hold and HLFNX is a Hold.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.08B vs. HLFNX (32.6M). FIDSX pays higher dividends than HLFNX: FIDSX (1.86) vs HLFNX (1.58). FIDSX was incepted earlier than HLFNX: FIDSX (43 years) vs HLFNX (28 years). HLFNX is a more actively managed with annual turnover of: 114.00 vs. FIDSX (46.00). 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 : 36.14 vs. FIDSX (26.16). FIDSX return over 5 years is better than : 55.07 vs. HLFNX (23.04).
| FIDSX | HLFNX | FIDSX / HLFNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 43 years | 28 years | - |
| Gain YTD | 2.951 | 4.929 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 32.6M | 3,310% |
| Annual Yield % from dividends | 1.86 | 1.58 | 118% |
| Returns for 1 year | 26.16 | 36.14 | 72% |
| Returns for 3 years | 22.19 | 4.93 | 450% |
| Returns for 5 years | 55.07 | 23.04 | 239% |
| Returns for 10 years | 90.16 | 65.67 | 137% |
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