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HLFNX vs VFAIX
HLFNX vs VFAIX Comparison
Open Charts HLFNX vs VFAIX
Hennessy Large Cap Financial Investor
Price$30.76
Change-$0.76 (-2.41%)
VolumeN/A
Net Assets29.39M
Vanguard Financials Index Admiral
Price$60.64
Change-$1.30 (-2.10%)
VolumeN/A
Net Assets13.04B
HLFNX vs VFAIX Comparison Chart
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HLFNX vs. VFAIX commentary
Jun 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 HLFNX is a Hold and VFAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFAIX has more cash in the bank: 13B vs. HLFNX (29.4M). VFAIX pays higher dividends than HLFNX: VFAIX (1.77) vs HLFNX (0.54). HLFNX was incepted earlier than VFAIX: HLFNX (28 years) vs VFAIX (21 years). HLFNX (1.89) is less costly to investors than VFAIX (0.09). HLFNX is a more actively managed with annual turnover of: 37.00 vs. VFAIX (5.00). HLFNX has a lower initial minimum investment than VFAIX: HLFNX (2500) vs VFAIX (100000). HLFNX annual gain was more profitable for investors over the last year : 29.25 vs. VFAIX (22.59). VFAIX return over 5 years is better than : 106.89 vs. HLFNX (42.74).
| HLFNX | VFAIX | HLFNX / VFAIX | |
| Total Expense Ratio | 1.89 | 0.09 | 2,100% |
| Annual Report Gross Expense Ratio | 1.89 | 0.09 | 2,100% |
| Fund Existence | 28 years | 21 years | - |
| Gain YTD | 4.555 | 2.553 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 13B | 0% |
| Annual Yield % from dividends | 0.54 | 1.77 | 30% |
| Returns for 1 year | 29.25 | 22.59 | 129% |
| Returns for 3 years | 36.90 | 58.01 | 64% |
| Returns for 5 years | 42.74 | 106.89 | 40% |
| Returns for 10 years | 59.74 | 141.11 | 42% |
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