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HLFNX vs PRISX
HLFNX vs PRISX Comparison
Open Charts HLFNX vs PRISX
Hennessy Large Cap Financial Investor
Price$34.85
Change+$0.28 (+0.81%)
VolumeN/A
Net Assets31.65M
T. Rowe Price Financial Services
Price$48.19
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets2.1B
HLFNX vs PRISX Comparison Chart in %
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HLFNX vs. PRISX commentary
Sep 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 HLFNX is a StrongBuy and PRISX is a Buy.
FUNDAMENTALS
Fundamentals
PRISX has more cash in the bank: 2.1B vs. HLFNX (31.7M). PRISX pays higher dividends than HLFNX: PRISX (1.02) vs HLFNX (0.47). HLFNX was incepted earlier than PRISX: HLFNX (29 years) vs PRISX (29 years). HLFNX (1.89) is less costly to investors than PRISX (0.94). PRISX is a more actively managed with annual turnover of: 46.90 vs. HLFNX (37.00). HLFNX (2500) and PRISX (2500) have matching initial minimum investment requirements. HLFNX annual gain was more profitable for investors over the last year : 40.56 vs. PRISX (18.08). PRISX return over 5 years is better than : 120.83 vs. HLFNX (50.77).
| HLFNX | PRISX | HLFNX / PRISX | |
| Total Expense Ratio | 1.89 | 0.93 | 203% |
| Annual Report Gross Expense Ratio | 1.89 | 0.94 | 201% |
| Fund Existence | 29 years | 29 years | - |
| Gain YTD | 18.457 | 13.042 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.7M | 2.1B | 2% |
| Annual Yield % from dividends | 0.47 | 1.02 | 46% |
| Returns for 1 year | 40.56 | 18.08 | 224% |
| Returns for 3 years | 40.00 | 57.42 | 70% |
| Returns for 5 years | 50.77 | 120.83 | 42% |
| Returns for 10 years | 98.09 | 138.95 | 71% |
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