HNNAZ vs HVII

Comparison between Hennessy Advisors Inc (HNNAZ, Company) and (HVII, Company).

HNNAZ vs HVII - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HNNAZ(COMPANY)	HVII(COMPANY)
Market Cap	$199M	$198M
Max Drawdown	17.23%	5.78%
Sharpe Ratio	0.42	-0.01
5Y Beta	0.04	0.01
Industry	N/A	Shell Companies
P/E Ratio	21.77	70.04
PEG Ratio	8.92	N/A
5Y EPS CAGR	3.86%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	5.96%	-0.88%
P/B Ratio	N/A	1.44

Market Cap

Winner

HNNAZ

$199M

HVII

$198M

Max Drawdown

HNNAZ

17.23%

Winner

HVII

5.78%

Sharpe Ratio

Winner

HNNAZ

0.42

HVII

-0.01

5Y Beta

HNNAZ

0.04

Winner

HVII

0.01

Industry

HNNAZ

N/A

HVII

Shell Companies

P/E Ratio

Winner

HNNAZ

21.77

HVII

70.04

PEG Ratio

HNNAZ

8.92

HVII

N/A

5Y EPS CAGR

HNNAZ

3.86%

HVII

N/A

Debt to Equity

HNNAZ

0.00%

HVII

0.00%

Free Cash Flow Yield

Winner

HNNAZ

5.96%

HVII

-0.88%

P/B Ratio

HNNAZ

N/A

HVII

1.44

HNNAZ vs HVII - Historical Returns

Returns include dividend reinvestment.

Period	HNNAZ	HVII
1 month	+0.48%	+0.38%
3 months	+1.27%	+1.16%
6 months	+3.20%	+1.07%
1 year	+6.60%	+3.17%
5 years(CAGR)	+4.27%	N/A
Max(CAGR)	+4.27%	+4.49%

Winner

HNNAZ

+0.48%

HVII

+0.38%

Winner

HNNAZ

+1.27%

HVII

+1.16%

Winner

HNNAZ

+3.20%

HVII

+1.07%

Winner

HNNAZ

+6.60%

HVII

+3.17%

5Y(CAGR)

HNNAZ

+4.27%

HVII

N/A

Max(CAGR)

HNNAZ

+4.27%

Winner

HVII

+4.49%

HNNAZ vs HVII - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	HNNAZ	HVII
2026	+1.76%	+0.48%
2025	+8.40%	+5.13%
2024	+3.10%	N/A
2023	+5.57%	N/A
2022	-5.51%	N/A
2021	+1.17%	N/A

HNNAZ vs HVII Drawdown Comparison

The maximum drawdown for HNNAZ was -11.88%, occurring on Mar 28, 2023. Recovery took 472 trading sessions.

The maximum drawdown for HVII was -5.78%, occurring on Jan 29, 2026. This drawdown has not yet recovered.

The current HNNAZ drawdown is -0.67%. The current HVII drawdown is -4.31%.

Rank	HNNAZ	HVII
#1	-11.88% Jan 20, 2022 - Dec 6, 2023	-5.78% Oct 23, 2025 - Jan 29, 2026
#2	-7.65% Dec 6, 2023 - Jan 2, 2024	-1.93% Sep 19, 2025 - Oct 23, 2025
#3	-4.54% Jan 2, 2024 - Jun 27, 2024	-0.59% Aug 8, 2025 - Sep 19, 2025
#4	-4.02% Jul 29, 2024 - Oct 17, 2024	-0.30% Feb 10, 2025 - Mar 25, 2025
#5	-3.61% Jan 3, 2022 - Jan 20, 2022	-0.29% Jun 24, 2025 - Aug 8, 2025
#6	-2.96% Mar 27, 2025 - Jun 13, 2025	-0.20% Apr 29, 2025 - May 1, 2025
#7	-2.66% Nov 21, 2025 - Dec 15, 2025	-0.20% May 15, 2025 - Jun 2, 2025
#8	-2.45% Oct 30, 2024 - Jan 6, 2025	-0.10% Mar 26, 2025 - Apr 24, 2025
#9	-2.28% Jun 27, 2024 - Jul 10, 2024	-0.10% May 1, 2025 - May 5, 2025
#10	-2.23% Jul 10, 2024 - Jul 29, 2024	-0.10% Jun 5, 2025 - Jun 11, 2025
#11	-1.78% Mar 16, 2026 - Apr 28, 2026	-0.09% May 5, 2025 - May 9, 2025
#12	-1.76% Aug 25, 2025 - Sep 15, 2025	N/A
#13	-1.50% Apr 28, 2026 - May 8, 2026	N/A
#14	-1.42% Feb 28, 2025 - Mar 18, 2025	N/A
#15	-1.40% Sep 15, 2025 - Nov 21, 2025	N/A