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DVFYX vs HLFNX
DVFYX vs HLFNX Comparison
Open Charts DVFYX vs HLFNX
Hennessy Large Cap Financial Investor
Price$34.35
Change-$0.35 (-1.01%)
VolumeN/A
Net Assets31.59M
DVFYX vs HLFNX Comparison Chart in %
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DVFYX vs. HLFNX commentary
Aug 17, 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 HLFNX is a Buy.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.13B vs. HLFNX (31.6M). DVFYX pays higher dividends than HLFNX: DVFYX (1.54) vs HLFNX (0.48). DVFYX was incepted earlier than HLFNX: DVFYX (28 years) vs HLFNX (29 years). HLFNX (1.89) is less costly to investors than DVFYX (0.71). HLFNX is a more actively managed with annual turnover of: 37.00 vs. DVFYX (2.00). HLFNX has a lower initial minimum investment than DVFYX: HLFNX (2500) vs DVFYX (5000000). HLFNX annual gain was more profitable for investors over the last year : 36.84 vs. DVFYX (27.23). DVFYX return over 5 years is better than : 108.76 vs. HLFNX (48.61).
| DVFYX | HLFNX | DVFYX / HLFNX | |
| Total Expense Ratio | 0.71 | 1.89 | 38% |
| Annual Report Gross Expense Ratio | 0.71 | 1.89 | 38% |
| Fund Existence | 28 years | 29 years | - |
| Gain YTD | 16.018 | 16.757 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 31.6M | 3,573% |
| Annual Yield % from dividends | 1.54 | 0.48 | 319% |
| Returns for 1 year | 27.23 | 36.84 | 74% |
| Returns for 3 years | 56.36 | 31.88 | 177% |
| Returns for 5 years | 108.76 | 48.61 | 224% |
| Returns for 10 years | 99.24 | 79.74 | 124% |
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