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HLFNX vs RPFGX
HLFNX vs RPFGX Comparison
Open Charts HLFNX vs RPFGX
Hennessy Large Cap Financial Investor
Price$29.16
Change+$0.54 (+1.89%)
VolumeN/A
Net Assets27.8M
HLFNX vs RPFGX Comparison Chart
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HLFNX vs. RPFGX 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 RPFGX is a Buy.
FUNDAMENTALS
Fundamentals
RPFGX has more cash in the bank: 1.01B vs. HLFNX (27.8M). RPFGX pays higher dividends than HLFNX: RPFGX (1.51) vs HLFNX (0.59). HLFNX was incepted earlier than RPFGX: HLFNX (28 years) vs RPFGX (34 years). HLFNX (1.89) is less costly to investors than RPFGX (0.95). HLFNX is a more actively managed with annual turnover of: 37.00 vs. RPFGX (2.00). RPFGX has a lower initial minimum investment than HLFNX: RPFGX (1000) vs HLFNX (2500). RPFGX annual gain was more profitable for investors over the last year : 19.26 vs. HLFNX (16.63). RPFGX return over 5 years is better than : 113.17 vs. HLFNX (41.20).
| HLFNX | RPFGX | HLFNX / RPFGX | |
| Total Expense Ratio | 1.89 | 0.95 | 199% |
| Annual Report Gross Expense Ratio | 1.89 | 0.95 | 199% |
| Fund Existence | 28 years | 34 years | - |
| Gain YTD | -3.331 | 4.933 | -68% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.8M | 1.01B | 3% |
| Annual Yield % from dividends | 0.59 | 1.51 | 39% |
| Returns for 1 year | 16.63 | 19.26 | 86% |
| Returns for 3 years | 13.58 | 45.27 | 30% |
| Returns for 5 years | 41.20 | 113.17 | 36% |
| Returns for 10 years | 50.12 | 80.81 | 62% |
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