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HSFNX vs TFIFX
HSFNX vs TFIFX Comparison
Open Charts HSFNX vs TFIFX
Hennessy Small Cap Financial Investor
Price$25.20
Change+$0.55 (+2.23%)
VolumeN/A
Net Assets63.34M
T. Rowe Price Financial Services I
Price$45.16
Change+$0.69 (+1.55%)
VolumeN/A
Net Assets1.93B
HSFNX vs TFIFX Comparison Chart
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HSFNX vs. TFIFX commentary
Jun 07, 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 TFIFX is a Buy.
FUNDAMENTALS
Fundamentals
TFIFX has more cash in the bank: 1.93B vs. HSFNX (63.3M). HSFNX pays higher dividends than TFIFX: HSFNX (1.34) vs TFIFX (1.19). HSFNX was incepted earlier than TFIFX: HSFNX (28 years) vs TFIFX (9 years). HSFNX (1.63) is less costly to investors than TFIFX (0.79). HSFNX is a more actively managed with annual turnover of: 54.00 vs. TFIFX (46.90). 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 : 14.96 vs. HSFNX (12.22). TFIFX return over 5 years is better than : 97.41 vs. HSFNX (48.78).
| HSFNX | TFIFX | HSFNX / TFIFX | |
| Total Expense Ratio | 1.63 | 0.78 | 209% |
| Annual Report Gross Expense Ratio | 1.63 | 0.79 | 206% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | -8.568 | 4.586 | -187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.3M | 1.93B | 3% |
| Annual Yield % from dividends | 1.34 | 1.19 | 113% |
| Returns for 1 year | 12.22 | 14.96 | 82% |
| Returns for 3 years | -10.98 | 41.89 | -26% |
| Returns for 5 years | 48.78 | 97.41 | 50% |
| Returns for 10 years | 14.63 | N/A | - |
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