Ad is loading...
HISFX vs TFIFX
HISFX vs TFIFX Comparison
Open Charts HISFX vs TFIFX
Hennessy Small Cap Financial Instl
Price$15.33
Change-$0.18 (-1.16%)
VolumeN/A
Net Assets87.53M
T. Rowe Price Financial Services I
Price$44.64
Change-$0.09 (-0.20%)
VolumeN/A
Net Assets1.93B
HISFX vs TFIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HISFX vs. TFIFX commentary
Jan 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 Buy.
FUNDAMENTALS
Fundamentals
TFIFX has more cash in the bank: 1.93B vs. HISFX (87.5M). 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 : 26.45 vs. HISFX (9.33). TFIFX return over 5 years is better than : 70.37 vs. HISFX (35.12).
| 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 | 1.255 | 4.986 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 500000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.5M | 1.93B | 5% |
| Annual Yield % from dividends | 4.01 | 1.97 | 204% |
| Returns for 1 year | 9.33 | 26.45 | 35% |
| Returns for 3 years | -12.21 | 30.88 | -40% |
| Returns for 5 years | 35.12 | 70.37 | 50% |
| Returns for 10 years | 45.27 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LAMCX | 23.04 | 0.10 | +0.44% |
| Lord Abbett Dividend Growth C | |||
| JMNSX | 15.72 | -0.03 | -0.19% |
| JPMorgan Research Market Neutral I | |||
| FGINX | 15.22 | -0.05 | -0.33% |
| Macquarie Growth and Income A | |||
| LMCQX | 34.77 | -0.13 | -0.37% |
| Lord Abbett Mid Cap Stock R2 | |||
| AMAJX | 11.08 | -0.11 | -0.98% |
| American Century Small Cap Dividend R | |||