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HLFNX vs TFIFX
HLFNX vs TFIFX Comparison
Open Charts HLFNX vs TFIFX
Hennessy Large Cap Financial Investor
Price$30.76
Change-$0.76 (-2.41%)
VolumeN/A
Net Assets29.39M
T. Rowe Price Financial Services I
Price$44.13
Change-$0.90 (-2.00%)
VolumeN/A
Net Assets1.91B
HLFNX vs TFIFX Comparison Chart
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HLFNX vs. TFIFX commentary
Jun 16, 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 Hold and TFIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TFIFX has more cash in the bank: 1.91B vs. HLFNX (29.4M). TFIFX pays higher dividends than HLFNX: TFIFX (1.19) vs HLFNX (0.54). HLFNX was incepted earlier than TFIFX: HLFNX (28 years) vs TFIFX (9 years). HLFNX (1.89) is less costly to investors than TFIFX (0.79). TFIFX is a more actively managed with annual turnover of: 46.90 vs. HLFNX (37.00). HLFNX has a lower initial minimum investment than TFIFX: HLFNX (2500) vs TFIFX (500000). HLFNX annual gain was more profitable for investors over the last year : 29.25 vs. TFIFX (15.59). TFIFX return over 5 years is better than : 110.59 vs. HLFNX (42.74).
| HLFNX | TFIFX | HLFNX / TFIFX | |
| Total Expense Ratio | 1.89 | 0.78 | 242% |
| Annual Report Gross Expense Ratio | 1.89 | 0.79 | 239% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 4.555 | 3.786 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 1.91B | 2% |
| Annual Yield % from dividends | 0.54 | 1.19 | 45% |
| Returns for 1 year | 29.25 | 15.59 | 188% |
| Returns for 3 years | 36.90 | 58.03 | 64% |
| Returns for 5 years | 42.74 | 110.59 | 39% |
| Returns for 10 years | 59.74 | N/A | - |
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