Ad is loading...
HLFNX vs PRISX
HLFNX vs PRISX Comparison
Open Charts HLFNX vs PRISX
Hennessy Large Cap Financial Investor
Price$29.16
Change+$0.54 (+1.89%)
VolumeN/A
Net Assets27.8M
T. Rowe Price Financial Services
Price$43.36
Change+$0.48 (+1.12%)
VolumeN/A
Net Assets1.86B
HLFNX vs PRISX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HLFNX vs. PRISX commentary
May 09, 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 StrongBuy and PRISX is a Buy.
FUNDAMENTALS
Fundamentals
PRISX has more cash in the bank: 1.86B vs. HLFNX (27.8M). PRISX pays higher dividends than HLFNX: PRISX (1.17) vs HLFNX (0.59). HLFNX was incepted earlier than PRISX: HLFNX (28 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 : 16.63 vs. PRISX (9.36). PRISX return over 5 years is better than : 120.25 vs. HLFNX (41.20).
| HLFNX | PRISX | HLFNX / PRISX | |
| Total Expense Ratio | 1.89 | 0.93 | 203% |
| Annual Report Gross Expense Ratio | 1.89 | 0.94 | 201% |
| Fund Existence | 28 years | 29 years | - |
| Gain YTD | -3.331 | 0.586 | -568% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.8M | 1.86B | 1% |
| Annual Yield % from dividends | 0.59 | 1.17 | 50% |
| Returns for 1 year | 16.63 | 9.36 | 178% |
| Returns for 3 years | 13.58 | 43.46 | 31% |
| Returns for 5 years | 41.20 | 120.25 | 34% |
| Returns for 10 years | 50.12 | 104.84 | 48% |