Interact to see
Advertisement
Advertisement
FIDSX vs HLFNX
FIDSX vs HLFNX Comparison
Open Charts FIDSX vs HLFNX
Fidelity Select Financials Port
Price$16.16
Change+$0.16 (+1.00%)
VolumeN/A
Net Assets1.09B
Hennessy Large Cap Financial Investor
Price$34.62
Change+$0.20 (+0.58%)
VolumeN/A
Net Assets32.89M
FIDSX vs HLFNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIDSX vs. HLFNX commentary
Jul 05, 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 (32.9M). 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 : 41.45 vs. FIDSX (26.33). FIDSX return over 5 years is better than : 128.65 vs. HLFNX (60.51).
| 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 | 8.611 | 17.675 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 32.9M | 3,304% |
| Annual Yield % from dividends | 1.36 | 0.49 | 277% |
| Returns for 1 year | 26.33 | 41.45 | 64% |
| Returns for 3 years | 61.22 | 52.10 | 118% |
| Returns for 5 years | 128.65 | 60.51 | 213% |
| Returns for 10 years | 99.40 | 83.02 | 120% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement