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FIDSX vs HSFNX
FIDSX vs HSFNX Comparison
Open Charts FIDSX vs HSFNX
Fidelity Select Financials Port
Price$15.66
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets1.09B
Hennessy Small Cap Financial Investor
Price$26.29
Change-$0.15 (-0.57%)
VolumeN/A
Net Assets66.27M
FIDSX vs HSFNX Comparison Chart in %
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FIDSX vs. HSFNX commentary
Aug 07, 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 HSFNX is a Hold.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.09B vs. HSFNX (66.3M). FIDSX pays higher dividends than HSFNX: FIDSX (1.36) vs HSFNX (1.28). FIDSX was incepted earlier than HSFNX: FIDSX (44 years) vs HSFNX (29 years). HSFNX (1.63) is less costly to investors than FIDSX (0.69). HSFNX is a more actively managed with annual turnover of: 54.00 vs. FIDSX (35.00). FIDSX has a lower initial minimum investment than HSFNX: FIDSX (0) vs HSFNX (2500). FIDSX annual gain was more profitable for investors over the last year : 22.30 vs. HSFNX (7.12). FIDSX return over 5 years is better than : 108.67 vs. HSFNX (76.12).
| FIDSX | HSFNX | FIDSX / HSFNX | |
| Total Expense Ratio | 0.69 | 1.63 | 42% |
| Annual Report Gross Expense Ratio | 0.69 | 1.63 | 42% |
| Fund Existence | 44 years | 29 years | - |
| Gain YTD | 4.981 | -1.929 | -258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 66.3M | 1,647% |
| Annual Yield % from dividends | 1.36 | 1.28 | 106% |
| Returns for 1 year | 22.30 | 7.12 | 313% |
| Returns for 3 years | 46.44 | -5.25 | -885% |
| Returns for 5 years | 108.67 | 76.12 | 143% |
| Returns for 10 years | 91.29 | 20.20 | 452% |
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