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DVFYX vs HILFX
DVFYX vs HILFX Comparison
Open Charts DVFYX vs HILFX
Hennessy Large Cap Financial Instl
Price$35.17
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets32.29M
DVFYX vs HILFX Comparison Chart in %
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DVFYX vs. HILFX commentary
Sep 04, 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 Buy and HILFX is a Buy.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.17B vs. HILFX (32.3M). DVFYX pays higher dividends than HILFX: DVFYX (1.47) vs HILFX (0.64). DVFYX was incepted earlier than HILFX: DVFYX (29 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 : 34.97 vs. DVFYX (24.08). DVFYX return over 5 years is better than : 112.52 vs. HILFX (50.39).
| DVFYX | HILFX | DVFYX / HILFX | |
| Total Expense Ratio | 0.71 | 1.57 | 45% |
| Annual Report Gross Expense Ratio | 0.71 | 1.57 | 45% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 18.723 | 18.506 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 32.3M | 3,635% |
| Annual Yield % from dividends | 1.47 | 0.64 | 229% |
| Returns for 1 year | 24.08 | 34.97 | 69% |
| Returns for 3 years | 74.26 | 46.79 | 159% |
| Returns for 5 years | 112.52 | 50.39 | 223% |
| Returns for 10 years | 124.50 | 106.20 | 117% |
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