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HLFNX vs PRISX
HLFNX vs PRISX Comparison
Open Charts HLFNX vs PRISX
Hennessy Large Cap Financial Investor
Price$34.62
Change+$0.20 (+0.58%)
VolumeN/A
Net Assets32.89M
T. Rowe Price Financial Services
Price$47.63
Change+$0.48 (+1.02%)
VolumeN/A
Net Assets2.06B
HLFNX vs PRISX Comparison Chart in %
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HLFNX vs. PRISX commentary
Jul 05, 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 HLFNX is a Buy and PRISX is a Buy.
FUNDAMENTALS
Fundamentals
PRISX has more cash in the bank: 2.06B vs. HLFNX (32.9M). PRISX pays higher dividends than HLFNX: PRISX (1.06) vs HLFNX (0.49). HLFNX was incepted earlier than PRISX: HLFNX (29 years) vs PRISX (29 years). HLFNX (1.89) is less costly to investors than PRISX (0.94). PRISX is a more actively managed with annual turnover of: 46.90 vs. HLFNX (37.00). HLFNX (2500) and PRISX (2500) have matching initial minimum investment requirements. HLFNX annual gain was more profitable for investors over the last year : 41.45 vs. PRISX (21.57). PRISX return over 5 years is better than : 129.92 vs. HLFNX (60.51).
| HLFNX | PRISX | HLFNX / PRISX | |
| Total Expense Ratio | 1.89 | 0.93 | 203% |
| Annual Report Gross Expense Ratio | 1.89 | 0.94 | 201% |
| Fund Existence | 29 years | 29 years | - |
| Gain YTD | 17.675 | 11.729 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.9M | 2.06B | 2% |
| Annual Yield % from dividends | 0.49 | 1.06 | 46% |
| Returns for 1 year | 41.45 | 21.57 | 192% |
| Returns for 3 years | 52.10 | 66.39 | 78% |
| Returns for 5 years | 60.51 | 129.92 | 47% |
| Returns for 10 years | 83.02 | 122.65 | 68% |
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