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HLFNX vs VFAIX
HLFNX vs VFAIX Comparison
Open Charts HLFNX vs VFAIX
Hennessy Large Cap Financial Investor
Price$29.16
Change+$0.54 (+1.89%)
VolumeN/A
Net Assets27.8M
Vanguard Financials Index Admiral
Price$60.09
Change+$0.57 (+0.96%)
VolumeN/A
Net Assets12.4B
HLFNX vs VFAIX Comparison Chart
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HLFNX vs. VFAIX 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 VFAIX is a Buy.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 12.4B vs. HLFNX (27.8M). VFAIX pays higher dividends than HLFNX: VFAIX (1.87) vs HLFNX (0.59). HLFNX was incepted earlier than VFAIX: HLFNX (28 years) vs VFAIX (21 years). HLFNX (1.89) is less costly to investors than VFAIX (0.09). HLFNX is a more actively managed with annual turnover of: 37.00 vs. VFAIX (5.00). HLFNX has a lower initial minimum investment than VFAIX: HLFNX (2500) vs VFAIX (100000). VFAIX annual gain was more profitable for investors over the last year : 18.37 vs. HLFNX (16.63). VFAIX return over 5 years is better than : 117.49 vs. HLFNX (41.20).
| HLFNX | VFAIX | HLFNX / VFAIX | |
| Total Expense Ratio | 1.89 | 0.09 | 2,100% |
| Annual Report Gross Expense Ratio | 1.89 | 0.09 | 2,100% |
| Fund Existence | 28 years | 21 years | - |
| Gain YTD | -3.331 | 0.659 | -506% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.8M | 12.4B | 0% |
| Annual Yield % from dividends | 0.59 | 1.87 | 31% |
| Returns for 1 year | 16.63 | 18.37 | 91% |
| Returns for 3 years | 13.58 | 44.12 | 31% |
| Returns for 5 years | 41.20 | 117.49 | 35% |
| Returns for 10 years | 50.12 | 141.10 | 36% |
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