Interact to see
Advertisement
Advertisement
HLFNX vs PRISX
HLFNX vs PRISX Comparison
Open Charts HLFNX vs PRISX
Hennessy Large Cap Financial Investor
Price$35.58
Change+$0.22 (+0.62%)
VolumeN/A
Net Assets32.73M
T. Rowe Price Financial Services
Price$47.81
Change+$0.28 (+0.59%)
VolumeN/A
Net Assets2.08B
HLFNX vs PRISX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLFNX vs. PRISX commentary
Jul 27, 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: 2.08B vs. HLFNX (32.7M). 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 : 38.99 vs. PRISX (18.15). PRISX return over 5 years is better than : 122.24 vs. HLFNX (61.66).
| 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 | 20.938 | 12.151 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7M | 2.08B | 2% |
| Annual Yield % from dividends | 0.49 | 1.06 | 46% |
| Returns for 1 year | 38.99 | 18.15 | 215% |
| Returns for 3 years | 51.12 | 64.88 | 79% |
| Returns for 5 years | 61.66 | 122.24 | 50% |
| Returns for 10 years | 86.66 | 122.27 | 71% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SDVRX | 25.81 | 0.09 | +0.35% |
| PGIM Quant Solutions Mid-Cap Val R | |||
| MRJIX | 10.94 | N/A | N/A |
| Morgan Stanley Multi-Asset Real Return I | |||
| FGFAX | 44.23 | -0.03 | -0.07% |
| Federated Hermes International Leaders A | |||
| EITEX | 46.48 | -0.12 | -0.26% |
| Parametric Tax-Managed Emerg Mkt I | |||
| NOINX | 16.87 | -0.05 | -0.30% |
| Northern International Equity Index | |||