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HSFNX vs PRISX
HSFNX vs PRISX Comparison
Open Charts HSFNX vs PRISX
Hennessy Small Cap Financial Investor
Price$24.35
Change-$0.99 (-3.91%)
VolumeN/A
Net Assets68.6M
T. Rowe Price Financial Services
Price$41.34
Change-$1.29 (-3.03%)
VolumeN/A
Net Assets1.86B
HSFNX vs PRISX Comparison Chart
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HSFNX vs. PRISX commentary
Mar 12, 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 HSFNX is a Hold and PRISX is a Hold.
FUNDAMENTALS
Fundamentals
PRISX has more cash in the bank: 1.86B vs. HSFNX (68.6M). HSFNX pays higher dividends than PRISX: HSFNX (1.24) vs PRISX (1.09). HSFNX was incepted earlier than PRISX: HSFNX (28 years) vs PRISX (28 years). HSFNX (1.63) is less costly to investors than PRISX (0.98). HSFNX is a more actively managed with annual turnover of: 54.00 vs. PRISX (46.90). HSFNX (2500) and PRISX (2500) have matching initial minimum investment requirements. PRISX annual gain was more profitable for investors over the last year : 13.39 vs. HSFNX (9.36). PRISX return over 5 years is better than : 104.49 vs. HSFNX (70.85).
| HSFNX | PRISX | HSFNX / PRISX | |
| Total Expense Ratio | 1.63 | 0.93 | 175% |
| Annual Report Gross Expense Ratio | 1.63 | 0.98 | 166% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | -6.009 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.6M | 1.86B | 4% |
| Annual Yield % from dividends | 1.24 | 1.09 | 114% |
| Returns for 1 year | 9.36 | 13.39 | 70% |
| Returns for 3 years | -15.20 | 34.01 | -45% |
| Returns for 5 years | 70.85 | 104.49 | 68% |
| Returns for 10 years | 23.47 | 109.98 | 21% |