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HSFNX vs TFIFX
HSFNX vs TFIFX Comparison
Open Charts HSFNX vs TFIFX
Hennessy Small Cap Financial Investor
Price$25.44
Change+$0.55 (+2.21%)
VolumeN/A
Net Assets64.4M
T. Rowe Price Financial Services I
Price$43.27
Change+$0.48 (+1.12%)
VolumeN/A
Net Assets1.86B
HSFNX vs TFIFX Comparison Chart
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HSFNX vs. TFIFX 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 TFIFX is a Buy.
FUNDAMENTALS
Fundamentals
TFIFX has more cash in the bank: 1.86B vs. HSFNX (64.4M). HSFNX pays higher dividends than TFIFX: HSFNX (1.37) vs TFIFX (1.26). HSFNX was incepted earlier than TFIFX: HSFNX (28 years) vs TFIFX (8 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 : 9.50 vs. HSFNX (8.11). TFIFX return over 5 years is better than : 121.50 vs. HSFNX (80.48).
| 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 | 8 years | - |
| Gain YTD | -7.678 | 0.635 | -1,209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.4M | 1.86B | 3% |
| Annual Yield % from dividends | 1.37 | 1.26 | 109% |
| Returns for 1 year | 8.11 | 9.50 | 85% |
| Returns for 3 years | -5.59 | 44.03 | -13% |
| Returns for 5 years | 80.48 | 121.50 | 66% |
| Returns for 10 years | 20.12 | N/A | - |
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