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DVFYX vs HILFX
DVFYX vs HILFX Comparison
Open Charts DVFYX vs HILFX
Hennessy Large Cap Financial Instl
Price$33.98
Change-$0.15 (-0.44%)
VolumeN/A
Net Assets30.92M
DVFYX vs HILFX Comparison Chart in %
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DVFYX vs. HILFX commentary
Aug 08, 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 DVFYX is a Hold and HILFX is a Hold.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.11B vs. HILFX (30.9M). DVFYX pays higher dividends than HILFX: DVFYX (1.54) vs HILFX (0.65). DVFYX was incepted earlier than HILFX: DVFYX (28 years) vs HILFX (10 years). HILFX (1.57) is less costly to investors than DVFYX (0.71). HILFX is a more actively managed with annual turnover of: 37.00 vs. DVFYX (2.00). HILFX has a lower initial minimum investment than DVFYX: HILFX (250000) vs DVFYX (5000000). HILFX annual gain was more profitable for investors over the last year : 42.32 vs. DVFYX (29.88). DVFYX return over 5 years is better than : 107.19 vs. HILFX (47.27).
| DVFYX | HILFX | DVFYX / HILFX | |
| Total Expense Ratio | 0.71 | 1.57 | 45% |
| Annual Report Gross Expense Ratio | 0.71 | 1.57 | 45% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 13.373 | 14.838 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 30.9M | 3,599% |
| Annual Yield % from dividends | 1.54 | 0.65 | 236% |
| Returns for 1 year | 29.88 | 42.32 | 71% |
| Returns for 3 years | 61.86 | 38.75 | 160% |
| Returns for 5 years | 107.19 | 47.27 | 227% |
| Returns for 10 years | 93.23 | 78.93 | 118% |
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