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FIDSX vs HSFNX
FIDSX vs HSFNX Comparison
Open Charts FIDSX vs HSFNX
Fidelity Select Financials Port
Price$14.74
Change+$0.16 (+1.10%)
VolumeN/A
Net Assets980.97M
Hennessy Small Cap Financial Investor
Price$25.44
Change+$0.55 (+2.21%)
VolumeN/A
Net Assets64.4M
FIDSX vs HSFNX Comparison Chart
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FIDSX vs. HSFNX commentary
May 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 981M vs. HSFNX (64.4M). FIDSX pays higher dividends than HSFNX: FIDSX (1.50) vs HSFNX (1.37). FIDSX was incepted earlier than HSFNX: FIDSX (43 years) vs HSFNX (28 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 : 14.16 vs. HSFNX (8.11). FIDSX return over 5 years is better than : 119.56 vs. HSFNX (80.48).
| FIDSX | HSFNX | FIDSX / HSFNX | |
| Total Expense Ratio | 0.69 | 1.63 | 42% |
| Annual Report Gross Expense Ratio | 0.69 | 1.63 | 42% |
| Fund Existence | 43 years | 28 years | - |
| Gain YTD | -2.008 | -7.678 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 981M | 64.4M | 1,523% |
| Annual Yield % from dividends | 1.50 | 1.37 | 109% |
| Returns for 1 year | 14.16 | 8.11 | 175% |
| Returns for 3 years | 38.91 | -5.59 | -696% |
| Returns for 5 years | 119.56 | 80.48 | 149% |
| Returns for 10 years | 78.36 | 20.12 | 389% |
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