Interact to see
Advertisement
Advertisement
HLFNX vs VFAIX
HLFNX vs VFAIX Comparison
Open Charts HLFNX vs VFAIX
Hennessy Large Cap Financial Investor
Price$31.54
Change+$0.50 (+1.61%)
VolumeN/A
Net Assets29.6M
Vanguard Financials Index Admiral
Price$61.03
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets13.04B
HLFNX vs VFAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HLFNX vs. VFAIX commentary
Jun 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: 13B vs. HLFNX (29.6M). VFAIX pays higher dividends than HLFNX: VFAIX (1.77) vs HLFNX (0.54). 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). HLFNX annual gain was more profitable for investors over the last year : 29.61 vs. VFAIX (21.87). VFAIX return over 5 years is better than : 107.73 vs. HLFNX (42.62).
| 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 | 5.506 | 3.043 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.6M | 13B | 0% |
| Annual Yield % from dividends | 0.54 | 1.77 | 30% |
| Returns for 1 year | 29.61 | 21.87 | 135% |
| Returns for 3 years | 39.24 | 60.73 | 65% |
| Returns for 5 years | 42.62 | 107.73 | 40% |
| Returns for 10 years | 61.60 | 142.17 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement