HNNAZ vs NEN

Comparison between Hennessy Advisors Inc (HNNAZ, Company) and New England Realty Associates LP (NEN, Company).

5-Year PerformanceHNNAZ has outperformed NEN, delivering a return of +4.2% compared to +2.8%

HNNAZ vs NEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HNNAZ(COMPANY)	NEN(COMPANY)
Market Cap	$199M	$197M
Max Drawdown	17.23%	50.38%
Sharpe Ratio	0.30	-1.14
5Y Beta	0.04	0.04
Industry	N/A	Real Estate Services
P/E Ratio	21.77	-117.20
Forward P/E	N/A	23.58
PEG Ratio	8.92	0.00
Dividend Yield	N/A	2.82%
5Y Dividends CAGR	N/A	0.00%
5Y EPS CAGR	3.86%	49.47%
Debt to Equity	0.00%	-668.42%
Free Cash Flow Yield	5.96%	-49.43%
P/S Ratio	N/A	2.09
P/B Ratio	N/A	45.29

Market Cap

Winner

HNNAZ

$199M

NEN

$197M

Max Drawdown

Winner

HNNAZ

17.23%

NEN

50.38%

Sharpe Ratio

Winner

HNNAZ

0.30

NEN

-1.14

5Y Beta

HNNAZ

0.04

Winner

NEN

0.04

Industry

HNNAZ

N/A

NEN

Real Estate Services

P/E Ratio

HNNAZ

21.77

Winner

NEN

-117.20

Forward P/E

HNNAZ

N/A

NEN

23.58

PEG Ratio

HNNAZ

8.92

Winner

NEN

0.00

Dividend Yield

HNNAZ

N/A

NEN

2.82%

5Y Dividends CAGR

HNNAZ

N/A

NEN

0.00%

5Y EPS CAGR

HNNAZ

3.86%

Winner

NEN

49.47%

Debt to Equity

HNNAZ

0.00%

Winner

NEN

-668.42%

Free Cash Flow Yield

Winner

HNNAZ

5.96%

NEN

-49.43%

P/S Ratio

HNNAZ

N/A

NEN

2.09

P/B Ratio

HNNAZ

N/A

NEN

45.29

HNNAZ vs NEN - Historical Returns

Returns include dividend reinvestment.

Period	HNNAZ	NEN
1 month	-0.16%	-4.32%
3 months	+0.62%	-4.39%
6 months	+2.26%	-11.90%
1 year	+5.74%	-20.62%
5 years(CAGR)	+4.21%	+2.84%
10 years(CAGR)	N/A	+2.38%
Max(CAGR)	+4.21%	+14.82%

Winner

HNNAZ

-0.16%

NEN

-4.32%

Winner

HNNAZ

+0.62%

NEN

-4.39%

Winner

HNNAZ

+2.26%

NEN

-11.90%

Winner

HNNAZ

+5.74%

NEN

-20.62%

5Y(CAGR)

Winner

HNNAZ

+4.21%

NEN

+2.84%

10Y(CAGR)

HNNAZ

N/A

NEN

+2.38%

Max(CAGR)

HNNAZ

+4.21%

Winner

NEN

+14.82%

HNNAZ vs NEN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HNNAZ	NEN
2026	+2.06%	-11.21%
2025	+8.40%	-17.03%
2024	+3.10%	+24.04%
2023	+5.57%	+2.06%
2022	-5.51%	+6.31%
2021	+1.17%	+38.51%
2020	N/A	-16.64%
2019	N/A	+14.31%
2018	N/A	-20.85%
2017	N/A	+26.01%
2016	N/A	+24.41%
2015	N/A	+6.77%
2014	N/A	+10.60%
2013	N/A	+56.87%
2012	N/A	+29.58%
2011	N/A	+10.76%
2010	N/A	+26.37%
2009	N/A	+0.12%
2008	N/A	-19.22%
2007	N/A	-11.69%
2006	N/A	+7.73%
2005	N/A	-4.74%
2004	N/A	+67.23%
2003	N/A	+38.92%
2002	N/A	+47.77%
2001	N/A	+80.88%
2000	N/A	+68.13%
1999	N/A	-3.30%

HNNAZ vs NEN Drawdown Comparison

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

The maximum drawdown for NEN was -44.21%, occurring on Mar 9, 2009. Recovery took 1234 trading sessions.

The current HNNAZ drawdown is -0.38%. The current NEN drawdown is -28.55%.

Rank	HNNAZ	NEN
#1	-11.88% Jan 20, 2022 - Dec 6, 2023	-44.21% Feb 16, 2007 - Jan 10, 2012
#2	-7.65% Dec 6, 2023 - Jan 2, 2024	-41.90% Nov 8, 2017 - Dec 23, 2021
#3	-4.54% Jan 2, 2024 - Jun 27, 2024	-29.11% Jun 7, 2002 - Mar 24, 2003
#4	-4.02% Jul 29, 2024 - Oct 17, 2024	-28.55% Mar 31, 2025 - Jul 22, 2026
#5	-3.61% Jan 3, 2022 - Jan 20, 2022	-27.38% Oct 2, 2000 - Jan 23, 2001
#6	-2.96% Mar 27, 2025 - Jun 13, 2025	-27.22% Feb 14, 2005 - Feb 15, 2007
#7	-2.66% Nov 21, 2025 - Dec 15, 2025	-22.66% Aug 20, 2001 - Feb 20, 2002
#8	-2.45% Oct 30, 2024 - Jan 6, 2025	-20.83% Jan 23, 2001 - May 29, 2001
#9	-2.28% Jun 27, 2024 - Jul 10, 2024	-20.00% Feb 9, 2000 - Mar 20, 2000
#10	-2.23% Jul 10, 2024 - Jul 29, 2024	-18.28% Jul 12, 2001 - Aug 3, 2001
#11	-1.78% Mar 16, 2026 - Apr 28, 2026	-18.02% Apr 14, 2022 - Aug 22, 2024
#12	-1.76% Aug 25, 2025 - Sep 15, 2025	-15.95% Nov 6, 2003 - Jun 9, 2004
#13	-1.50% Apr 28, 2026 - May 8, 2026	-12.85% Mar 20, 2000 - May 19, 2000
#14	-1.42% Feb 28, 2025 - Mar 18, 2025	-11.96% Feb 12, 2013 - Mar 27, 2013
#15	-1.40% Sep 15, 2025 - Nov 21, 2025	-11.87% Aug 17, 2016 - Mar 23, 2017

Correlation

Correlation between HNNAZ and NEN is 0.22 which considered as a very weak or no correlation - the stocks move independently of each other.

0.22

-101

Dividend Comparison (2000 - 2026)

HNNAZ vs NEN dividend yield comparison.

Year	HNNAZ	NEN
2026	2.45%	1.42%
2025	4.88%	7.44%
2024	5.03%	3.87%
2023	5.13%	4.02%
2022	5.11%	3.61%
2021	0.00%	1.89%
2020	0.00%	2.55%
2019	0.00%	2.06%
2018	0.00%	2.14%
2017	0.00%	2.92%
2016	0.00%	2.96%
2015	0.00%	1.97%
2014	0.00%	2.05%
2013	0.00%	2.25%
2012	0.00%	3.37%
2011	0.00%	3.93%
2010	0.00%	4.24%
2009	0.00%	5.33%
2008	0.00%	5.16%
2007	0.00%	4.08%
2006	0.00%	3.41%
2005	0.00%	3.50%
2004	0.00%	3.07%
2003	0.00%	5.39%
2002	0.00%	6.15%
2001	0.00%	3.70%
2000	0.00%	6.20%