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DVFYX vs HLFNX
DVFYX vs HLFNX Comparison
Open Charts DVFYX vs HLFNX
Hennessy Large Cap Financial Investor
Price$29.16
Change+$0.54 (+1.89%)
VolumeN/A
Net Assets27.8M
DVFYX vs HLFNX Comparison Chart
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DVFYX vs. HLFNX 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 DVFYX is a Buy and HLFNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.01B vs. HLFNX (27.8M). DVFYX pays higher dividends than HLFNX: DVFYX (1.72) vs HLFNX (0.59). DVFYX was incepted earlier than HLFNX: DVFYX (28 years) vs HLFNX (28 years). HLFNX (1.89) is less costly to investors than DVFYX (0.73). 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). DVFYX annual gain was more profitable for investors over the last year : 19.66 vs. HLFNX (16.63). DVFYX return over 5 years is better than : 117.12 vs. HLFNX (41.20).
| DVFYX | HLFNX | DVFYX / HLFNX | |
| Total Expense Ratio | 0.73 | 1.89 | 39% |
| Annual Report Gross Expense Ratio | 0.73 | 1.89 | 39% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 5.034 | -3.331 | -151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 27.8M | 3,644% |
| Annual Yield % from dividends | 1.72 | 0.59 | 293% |
| Returns for 1 year | 19.66 | 16.63 | 118% |
| Returns for 3 years | 46.80 | 13.58 | 345% |
| Returns for 5 years | 117.12 | 41.20 | 284% |
| Returns for 10 years | 86.20 | 50.12 | 172% |
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