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HSFNX vs TFIFX
HSFNX vs TFIFX Comparison
Open Charts HSFNX vs TFIFX
Hennessy Small Cap Financial Investor
Price$30.93
Change-$0.14 (-0.45%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Financial Services I
Price$47.40
Change+$0.21 (+0.45%)
VolumeN/A
CapitalizationN/A
HSFNX vs TFIFX Comparison Chart
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HSFNX vs. TFIFX commentary
Nov 18, 2024
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 Buy and TFIFX is a Buy.
FUNDAMENTALS
Fundamentals
TFIFX has more cash in the bank: 1.84B vs. HSFNX (96.6M). TFIFX (1.97) and HSFNX (1.95) have matching dividends . HSFNX was incepted earlier than TFIFX: HSFNX (28 years) vs TFIFX (8 years). HSFNX is a more actively managed with annual turnover of: 72.00 vs. TFIFX (30.20). HSFNX has a lower initial minimum investment than TFIFX: HSFNX (2500) vs TFIFX (500000). TFIFX annual gain was more profitable for investors over the last year : 49.96 vs. HSFNX (39.04). TFIFX return over 5 years is better than : 80.92 vs. HSFNX (45.92).
| HSFNX | TFIFX | HSFNX / TFIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 20.444 | 34.506 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.6M | 1.84B | 5% |
| Annual Yield % from dividends | 1.95 | 1.97 | 99% |
| Returns for 1 year | 39.04 | 49.96 | 78% |
| Returns for 3 years | -4.18 | 32.44 | -13% |
| Returns for 5 years | 45.92 | 80.92 | 57% |
| Returns for 10 years | 33.61 | N/A | - |
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