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FIDSX vs HSFNX
FIDSX vs HSFNX Comparison
Open Charts FIDSX vs HSFNX
Fidelity Select Financials Port
Price$15.34
Change+$0.25 (+1.66%)
VolumeN/A
Net Assets1.05B
Hennessy Small Cap Financial Investor
Price$25.20
Change+$0.55 (+2.23%)
VolumeN/A
Net Assets63.34M
FIDSX vs HSFNX Comparison Chart
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FIDSX vs. HSFNX commentary
Jun 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: 1.05B vs. HSFNX (63.3M). FIDSX pays higher dividends than HSFNX: FIDSX (1.42) vs HSFNX (1.34). FIDSX was incepted earlier than HSFNX: FIDSX (44 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 : 19.81 vs. HSFNX (12.22). FIDSX return over 5 years is better than : 88.12 vs. HSFNX (48.78).
| 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 | 28 years | - |
| Gain YTD | 1.419 | -8.568 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 63.3M | 1,652% |
| Annual Yield % from dividends | 1.42 | 1.34 | 105% |
| Returns for 1 year | 19.81 | 12.22 | 162% |
| Returns for 3 years | 36.75 | -10.98 | -335% |
| Returns for 5 years | 88.12 | 48.78 | 181% |
| Returns for 10 years | 85.00 | 14.63 | 581% |
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