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HSFNX vs PRISX
HSFNX vs PRISX Comparison
Open Charts HSFNX vs PRISX
Hennessy Small Cap Financial Investor
Price$25.44
Change+$0.55 (+2.21%)
VolumeN/A
Net Assets64.4M
T. Rowe Price Financial Services
Price$43.36
Change+$0.48 (+1.12%)
VolumeN/A
Net Assets1.86B
HSFNX vs PRISX Comparison Chart
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HSFNX vs. PRISX 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 HSFNX is a StrongBuy and PRISX is a Buy.
FUNDAMENTALS
Fundamentals
PRISX has more cash in the bank: 1.86B vs. HSFNX (64.4M). HSFNX pays higher dividends than PRISX: HSFNX (1.37) vs PRISX (1.17). HSFNX was incepted earlier than PRISX: HSFNX (28 years) vs PRISX (29 years). HSFNX (1.63) is less costly to investors than PRISX (0.94). 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 : 9.36 vs. HSFNX (8.11). PRISX return over 5 years is better than : 120.25 vs. HSFNX (80.48).
| HSFNX | PRISX | HSFNX / PRISX | |
| Total Expense Ratio | 1.63 | 0.93 | 175% |
| Annual Report Gross Expense Ratio | 1.63 | 0.94 | 173% |
| Fund Existence | 28 years | 29 years | - |
| Gain YTD | -7.678 | 0.586 | -1,309% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.4M | 1.86B | 3% |
| Annual Yield % from dividends | 1.37 | 1.17 | 117% |
| Returns for 1 year | 8.11 | 9.36 | 87% |
| Returns for 3 years | -5.59 | 43.46 | -13% |
| Returns for 5 years | 80.48 | 120.25 | 67% |
| Returns for 10 years | 20.12 | 104.84 | 19% |
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