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DVFYX vs HLFNX
DVFYX vs HLFNX Comparison
Open Charts DVFYX vs HLFNX
Hennessy Large Cap Financial Investor
Price$35.67
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets32.27M
DVFYX vs HLFNX Comparison Chart in %
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DVFYX vs. HLFNX commentary
Oct 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 DVFYX is a Buy and HLFNX is a Buy.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.17B vs. HLFNX (32.3M). DVFYX pays higher dividends than HLFNX: DVFYX (1.47) vs HLFNX (0.47). DVFYX was incepted earlier than HLFNX: DVFYX (29 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 : 40.60 vs. DVFYX (25.92). DVFYX return over 5 years is better than : 125.11 vs. HLFNX (52.07).
| DVFYX | HLFNX | DVFYX / HLFNX | |
| Total Expense Ratio | 0.71 | 1.89 | 38% |
| Annual Report Gross Expense Ratio | 0.71 | 1.89 | 38% |
| Fund Existence | 29 years | 29 years | - |
| Gain YTD | 19.639 | 21.244 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 32.3M | 3,625% |
| Annual Yield % from dividends | 1.47 | 0.47 | 312% |
| Returns for 1 year | 25.92 | 40.60 | 64% |
| Returns for 3 years | 77.30 | 53.29 | 145% |
| Returns for 5 years | 125.11 | 52.07 | 240% |
| Returns for 10 years | 122.84 | 104.90 | 117% |
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