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HLFNX vs PRISX
HLFNX vs PRISX Comparison
Open Charts HLFNX vs PRISX
Hennessy Large Cap Financial Investor
Price$35.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets31.87M
T. Rowe Price Financial Services
Price$48.74
Change+$0.04 (+0.08%)
VolumeN/A
Net Assets2.1B
HLFNX vs PRISX Comparison Chart in %
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HLFNX vs. PRISX commentary
Sep 01, 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: 2.1B vs. HLFNX (31.9M). PRISX pays higher dividends than HLFNX: PRISX (1.02) vs HLFNX (0.47). 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 : 35.36 vs. PRISX (16.25). PRISX return over 5 years is better than : 117.20 vs. HLFNX (47.56).
| 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 | 19.613 | 14.333 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.9M | 2.1B | 2% |
| Annual Yield % from dividends | 0.47 | 1.02 | 46% |
| Returns for 1 year | 35.36 | 16.25 | 218% |
| Returns for 3 years | 46.07 | 64.37 | 72% |
| Returns for 5 years | 47.56 | 117.20 | 41% |
| Returns for 10 years | 104.20 | 147.88 | 70% |