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HLFNX vs PRISX
HLFNX vs PRISX Comparison
Open Charts HLFNX vs PRISX
Hennessy Large Cap Financial Investor
Price$30.76
Change-$0.76 (-2.41%)
VolumeN/A
Net Assets29.39M
T. Rowe Price Financial Services
Price$44.22
Change-$0.90 (-1.99%)
VolumeN/A
Net Assets1.91B
HLFNX vs PRISX Comparison Chart
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HLFNX vs. PRISX commentary
Jun 15, 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: 1.91B vs. HLFNX (29.4M). PRISX pays higher dividends than HLFNX: PRISX (1.11) vs HLFNX (0.54). 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 : 29.25 vs. PRISX (17.81). PRISX return over 5 years is better than : 113.65 vs. HLFNX (42.74).
| 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 | 4.555 | 5.841 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 1.91B | 2% |
| Annual Yield % from dividends | 0.54 | 1.11 | 49% |
| Returns for 1 year | 29.25 | 17.81 | 164% |
| Returns for 3 years | 36.90 | 60.66 | 61% |
| Returns for 5 years | 42.74 | 113.65 | 38% |
| Returns for 10 years | 59.74 | 108.19 | 55% |
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