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HLFNX vs TFIFX
HLFNX vs TFIFX Comparison
Open Charts HLFNX vs TFIFX
Hennessy Large Cap Financial Investor
Price$34.62
Change+$0.20 (+0.58%)
VolumeN/A
Net Assets32.89M
T. Rowe Price Financial Services I
Price$47.54
Change+$0.48 (+1.02%)
VolumeN/A
Net Assets2.06B
HLFNX vs TFIFX Comparison Chart in %
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HLFNX vs. TFIFX commentary
Jul 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 HLFNX is a Buy and TFIFX is a Buy.
FUNDAMENTALS
Fundamentals
TFIFX has more cash in the bank: 2.06B vs. HLFNX (32.9M). TFIFX pays higher dividends than HLFNX: TFIFX (1.14) vs HLFNX (0.49). HLFNX was incepted earlier than TFIFX: HLFNX (29 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 : 41.45 vs. TFIFX (21.72). TFIFX return over 5 years is better than : 131.17 vs. HLFNX (60.51).
| HLFNX | TFIFX | HLFNX / TFIFX | |
| Total Expense Ratio | 1.89 | 0.78 | 242% |
| Annual Report Gross Expense Ratio | 1.89 | 0.79 | 239% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 17.675 | 11.806 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.9M | 2.06B | 2% |
| Annual Yield % from dividends | 0.49 | 1.14 | 43% |
| Returns for 1 year | 41.45 | 21.72 | 191% |
| Returns for 3 years | 52.10 | 67.02 | 78% |
| Returns for 5 years | 60.51 | 131.17 | 46% |
| Returns for 10 years | 83.02 | N/A | - |
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