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DVFYX vs HLFNX
DVFYX vs HLFNX Comparison
Open Charts DVFYX vs HLFNX
Hennessy Large Cap Financial Investor
Price$34.57
Change-$0.58 (-1.65%)
VolumeN/A
Net Assets31.65M
DVFYX vs HLFNX Comparison Chart in %
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DVFYX vs. HLFNX commentary
Sep 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 Buy and HLFNX is a Buy.
FUNDAMENTALS
Fundamentals
DVFYX has more cash in the bank: 1.16B vs. HLFNX (31.7M). 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 : 36.00 vs. DVFYX (25.32). DVFYX return over 5 years is better than : 112.39 vs. HLFNX (47.63).
| 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 | 18.648 | 17.505 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 31.7M | 3,662% |
| Annual Yield % from dividends | 1.47 | 0.47 | 310% |
| Returns for 1 year | 25.32 | 36.00 | 70% |
| Returns for 3 years | 75.42 | 46.34 | 163% |
| Returns for 5 years | 112.39 | 47.63 | 236% |
| Returns for 10 years | 119.57 | 94.77 | 126% |
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