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HISFX vs TFIFX
HISFX vs TFIFX Comparison
Open Charts HISFX vs TFIFX
Hennessy Small Cap Financial Instl
Price$15.68
Change+$0.22 (+1.42%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Financial Services I
Price$42.49
Change+$0.57 (+1.36%)
VolumeN/A
CapitalizationN/A
HISFX vs TFIFX Comparison Chart
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HISFX vs. TFIFX commentary
Dec 24, 2024
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 HISFX is a StrongSell and TFIFX is a Hold.
FUNDAMENTALS
Fundamentals
TFIFX has more cash in the bank: 1.82B vs. HISFX (89.8M). HISFX pays higher dividends than TFIFX: HISFX (4.01) vs TFIFX (1.97). HISFX was incepted earlier than TFIFX: HISFX (17 years) vs TFIFX (8 years). HISFX is a more actively managed with annual turnover of: 72.00 vs. TFIFX (30.20). HISFX has a lower initial minimum investment than TFIFX: HISFX (250000) vs TFIFX (500000). TFIFX annual gain was more profitable for investors over the last year : 23.33 vs. HISFX (7.80). TFIFX return over 5 years is better than : 62.40 vs. HISFX (28.69).
| HISFX | TFIFX | HISFX / TFIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 7.397 | 22.032 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 500000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.8M | 1.82B | 5% |
| Annual Yield % from dividends | 4.01 | 1.97 | 204% |
| Returns for 1 year | 7.80 | 23.33 | 33% |
| Returns for 3 years | -9.30 | 28.01 | -33% |
| Returns for 5 years | 28.69 | 62.40 | 46% |
| Returns for 10 years | 38.47 | N/A | - |