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HLFNX vs PRISX
HLFNX vs PRISX Comparison
Open Charts HLFNX vs PRISX
Hennessy Large Cap Financial Investor
Price$30.87
Change-$0.92 (-2.89%)
VolumeN/A
Net Assets32.64M
T. Rowe Price Financial Services
Price$44.35
Change-$0.70 (-1.55%)
VolumeN/A
Net Assets1.95B
HLFNX vs PRISX Comparison Chart
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HLFNX vs. PRISX 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 HLFNX is a Hold and PRISX is a Hold.
FUNDAMENTALS
Fundamentals
PRISX has more cash in the bank: 1.95B vs. HLFNX (32.6M). PRISX pays higher dividends than HLFNX: PRISX (1.77) vs HLFNX (1.58). HLFNX was incepted earlier than PRISX: HLFNX (28 years) vs PRISX (28 years). HLFNX is a more actively managed with annual turnover of: 114.00 vs. PRISX (30.20). HLFNX (2500) and PRISX (2500) have matching initial minimum investment requirements. HLFNX annual gain was more profitable for investors over the last year : 36.14 vs. PRISX (20.92). PRISX return over 5 years is better than : 65.03 vs. HLFNX (23.04).
| HLFNX | PRISX | HLFNX / PRISX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 4.929 | 4.035 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.6M | 1.95B | 2% |
| Annual Yield % from dividends | 1.58 | 1.77 | 89% |
| Returns for 1 year | 36.14 | 20.92 | 173% |
| Returns for 3 years | 4.93 | 29.08 | 17% |
| Returns for 5 years | 23.04 | 65.03 | 35% |
| Returns for 10 years | 65.67 | 117.77 | 56% |
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