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FIDSX vs HLFNX
FIDSX vs HLFNX Comparison
Open Charts FIDSX vs HLFNX
Fidelity Select Financials Port
Price$14.05
Change-$1.01 (-6.71%)
VolumeN/A
Net Assets1.04B
Hennessy Large Cap Financial Investor
Price$26.77
Change-$2.25 (-7.75%)
VolumeN/A
Net Assets28.83M
FIDSX vs HLFNX Comparison Chart
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FIDSX vs. HLFNX commentary
Apr 04, 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: 1.04B vs. HLFNX (28.8M). 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 : 19.54 vs. FIDSX (17.86). FIDSX return over 5 years is better than : 155.43 vs. HLFNX (77.20).
| 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 | 1.006 | -1.360 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 28.8M | 3,608% |
| Annual Yield % from dividends | 1.53 | 0.58 | 263% |
| Returns for 1 year | 17.86 | 19.54 | 91% |
| Returns for 3 years | 24.85 | 5.03 | 494% |
| Returns for 5 years | 155.43 | 77.20 | 201% |
| Returns for 10 years | 86.32 | 56.88 | 152% |
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