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FIDSX vs HLFNX
FIDSX vs HLFNX Comparison
Open Charts FIDSX vs HLFNX
Fidelity Select Financials Port
Price$15.56
Change+$0.07 (+0.45%)
VolumeN/A
Net Assets1B
Hennessy Large Cap Financial Investor
Price$33.27
Change+$0.36 (+1.09%)
VolumeN/A
Net Assets30.23M
FIDSX vs HLFNX Comparison Chart in %
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FIDSX vs. HLFNX commentary
Nov 20, 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: 1B vs. HLFNX (30.2M). FIDSX pays higher dividends than HLFNX: FIDSX (1.37) vs HLFNX (0.47). 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 : 7.23 vs. FIDSX (-2.31). FIDSX return over 5 years is better than : 81.59 vs. HLFNX (31.89).
| 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 | 4.108 | 11.863 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 30.2M | 3,321% |
| Annual Yield % from dividends | 1.37 | 0.47 | 289% |
| Returns for 1 year | -2.31 | 7.23 | -32% |
| Returns for 3 years | 40.38 | 33.41 | 121% |
| Returns for 5 years | 81.59 | 31.89 | 256% |
| Returns for 10 years | 95.30 | 77.91 | 122% |