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HLFNX vs VFAIX
HLFNX vs VFAIX Comparison
Open Charts HLFNX vs VFAIX
Hennessy Large Cap Financial Investor
Price$31.73
Change+$0.56 (+1.80%)
VolumeN/A
Net Assets32.62M
Vanguard Financials Index Admiral
Price$61.53
Change+$0.52 (+0.85%)
VolumeN/A
Net Assets12.43B
HLFNX vs VFAIX Comparison Chart
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HLFNX vs. VFAIX commentary
Jan 19, 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 VFAIX is a Buy.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 12.4B vs. HLFNX (32.6M). VFAIX pays higher dividends than HLFNX: VFAIX (1.84) vs HLFNX (1.58). HLFNX was incepted earlier than VFAIX: HLFNX (28 years) vs VFAIX (21 years). HLFNX is a more actively managed with annual turnover of: 114.00 vs. VFAIX (20.00). HLFNX has a lower initial minimum investment than VFAIX: HLFNX (2500) vs VFAIX (100000). HLFNX annual gain was more profitable for investors over the last year : 44.63 vs. VFAIX (35.28). VFAIX return over 5 years is better than : 59.80 vs. HLFNX (28.32).
| HLFNX | VFAIX | HLFNX / VFAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 21 years | - |
| Gain YTD | 7.852 | 4.006 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.6M | 12.4B | 0% |
| Annual Yield % from dividends | 1.58 | 1.84 | 86% |
| Returns for 1 year | 44.63 | 35.28 | 127% |
| Returns for 3 years | 3.38 | 25.36 | 13% |
| Returns for 5 years | 28.32 | 59.80 | 47% |
| Returns for 10 years | 78.38 | 162.24 | 48% |
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