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HLFNX vs PRISX
HLFNX vs PRISX Comparison
Open Charts HLFNX vs PRISX
Hennessy Large Cap Financial Investor
Price$26.77
Change-$2.25 (-7.75%)
VolumeN/A
Net Assets28.83M
T. Rowe Price Financial Services
Price$40.81
Change-$2.75 (-6.31%)
VolumeN/A
Net Assets1.88B
HLFNX vs PRISX Comparison Chart
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HLFNX vs. PRISX commentary
Apr 04, 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: 1.88B vs. HLFNX (28.8M). PRISX pays higher dividends than HLFNX: PRISX (1.14) vs HLFNX (0.58). HLFNX was incepted earlier than PRISX: HLFNX (28 years) vs PRISX (29 years). HLFNX (1.80) is less costly to investors than PRISX (0.98). 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 : 19.54 vs. PRISX (12.14). PRISX return over 5 years is better than : 159.32 vs. HLFNX (77.20).
| HLFNX | PRISX | HLFNX / PRISX | |
| Total Expense Ratio | 1.80 | 0.93 | 194% |
| Annual Report Gross Expense Ratio | 1.80 | 0.98 | 184% |
| Fund Existence | 28 years | 29 years | - |
| Gain YTD | -1.360 | 2.182 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.8M | 1.88B | 2% |
| Annual Yield % from dividends | 0.58 | 1.14 | 51% |
| Returns for 1 year | 19.54 | 12.14 | 161% |
| Returns for 3 years | 5.03 | 31.36 | 16% |
| Returns for 5 years | 77.20 | 159.32 | 48% |
| Returns for 10 years | 56.88 | 113.51 | 50% |