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HISFX vs TFIFX
HISFX vs TFIFX Comparison
Open Charts HISFX vs TFIFX
Hennessy Small Cap Financial Instl
Price$15.15
Change-$0.41 (-2.63%)
VolumeN/A
Net Assets73.7M
T. Rowe Price Financial Services I
Price$44.24
Change-$0.70 (-1.56%)
VolumeN/A
Net Assets1.95B
HISFX vs TFIFX Comparison Chart
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HISFX vs. TFIFX commentary
Feb 23, 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 HISFX is a Hold and TFIFX is a Hold.
FUNDAMENTALS
Fundamentals
TFIFX has more cash in the bank: 1.95B vs. HISFX (73.7M). 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 : 23.00 vs. HISFX (18.75). TFIFX return over 5 years is better than : 68.59 vs. HISFX (34.06).
| 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 | 0.066 | 5.691 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 500000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.7M | 1.95B | 4% |
| Annual Yield % from dividends | 4.01 | 1.97 | 204% |
| Returns for 1 year | 18.75 | 23.00 | 82% |
| Returns for 3 years | -13.01 | 31.65 | -41% |
| Returns for 5 years | 34.06 | 68.59 | 50% |
| Returns for 10 years | 35.98 | N/A | - |
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