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HLFNX vs TFIFX
HLFNX vs TFIFX Comparison
Open Charts HLFNX vs TFIFX
Hennessy Large Cap Financial Investor
Price$28.71
Change+$0.40 (+1.41%)
VolumeN/A
Net Assets27.88M
T. Rowe Price Financial Services I
Price$42.82
Change+$0.90 (+2.15%)
VolumeN/A
Net Assets1.85B
HLFNX vs TFIFX Comparison Chart
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HLFNX vs. TFIFX commentary
May 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 StrongBuy and TFIFX is a Buy.
FUNDAMENTALS
Fundamentals
TFIFX has more cash in the bank: 1.85B vs. HLFNX (27.9M). TFIFX pays higher dividends than HLFNX: TFIFX (1.26) vs HLFNX (0.59). HLFNX was incepted earlier than TFIFX: HLFNX (28 years) vs TFIFX (8 years). HLFNX (1.89) is less costly to investors than TFIFX (0.79). TFIFX is a more actively managed with annual turnover of: 46.90 vs. HLFNX (37.00). HLFNX has a lower initial minimum investment than TFIFX: HLFNX (2500) vs TFIFX (500000). HLFNX annual gain was more profitable for investors over the last year : 18.95 vs. TFIFX (12.25). TFIFX return over 5 years is better than : 126.79 vs. HLFNX (48.38).
| HLFNX | TFIFX | HLFNX / TFIFX | |
| Total Expense Ratio | 1.89 | 0.78 | 242% |
| Annual Report Gross Expense Ratio | 1.89 | 0.79 | 239% |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | -2.413 | 0.706 | -342% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.9M | 1.85B | 2% |
| Annual Yield % from dividends | 0.59 | 1.26 | 47% |
| Returns for 1 year | 18.95 | 12.25 | 155% |
| Returns for 3 years | 13.68 | 39.39 | 35% |
| Returns for 5 years | 48.38 | 126.79 | 38% |
| Returns for 10 years | 54.15 | N/A | - |
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