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HSFNX vs TFIFX
HSFNX vs TFIFX Comparison
Open Charts HSFNX vs TFIFX
Hennessy Small Cap Financial Investor
Price$26.65
Change+$0.84 (+3.25%)
VolumeN/A
Net Assets83.46M
T. Rowe Price Financial Services I
Price$42.61
Change+$0.63 (+1.50%)
VolumeN/A
Net Assets1.8B
HSFNX vs TFIFX Comparison Chart
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HSFNX vs. TFIFX commentary
Jan 15, 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: 1.8B vs. HSFNX (83.5M). 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 : 22.58 vs. HSFNX (9.15). TFIFX return over 5 years is better than : 61.94 vs. HSFNX (28.86).
| 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 | -1.150 | 0.212 | -543% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.5M | 1.8B | 5% |
| Annual Yield % from dividends | 1.95 | 1.97 | 99% |
| Returns for 1 year | 9.15 | 22.58 | 41% |
| Returns for 3 years | -19.66 | 17.45 | -113% |
| Returns for 5 years | 28.86 | 61.94 | 47% |
| Returns for 10 years | 40.95 | N/A | - |
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