HVII vs HNNAZ
Comparison between (HVII, Company) and Hennessy Advisors Inc (HNNAZ, Company).
HVII vs HNNAZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
HVII
$198M
Winner
HNNAZ
$199M
Max Drawdown
Winner
HVII
5.78%
HNNAZ
17.23%
Sharpe Ratio
HVII
-0.01
Winner
HNNAZ
0.42
5Y Beta
Winner
HVII
0.01
HNNAZ
0.04
Industry
HVII
Shell Companies
HNNAZ
N/A
P/E Ratio
HVII
70.04
Winner
HNNAZ
21.77
PEG Ratio
HVII
N/A
HNNAZ
8.92
5Y EPS CAGR
HVII
N/A
HNNAZ
3.86%
Debt to Equity
HVII
0.00%
HNNAZ
0.00%
Free Cash Flow Yield
HVII
-0.88%
Winner
HNNAZ
5.96%
P/B Ratio
HVII
1.44
HNNAZ
N/A
HVII vs HNNAZ - Historical Returns
Returns include dividend reinvestment.
1M
HVII
+0.38%
Winner
HNNAZ
+0.48%
3M
HVII
+1.16%
Winner
HNNAZ
+1.27%
6M
HVII
+1.07%
Winner
HNNAZ
+3.20%
1Y
HVII
+3.17%
Winner
HNNAZ
+6.60%
5Y(CAGR)
HVII
N/A
HNNAZ
+4.27%
Max(CAGR)
Winner
HVII
+4.49%
HNNAZ
+4.27%
HVII vs HNNAZ - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | HVII | HNNAZ |
|---|---|---|
| 2026 | +0.48% | +1.76% |
| 2025 | +5.13% | +8.40% |
| 2024 | N/A | +3.10% |
| 2023 | N/A | +5.57% |
| 2022 | N/A | -5.51% |
| 2021 | N/A | +1.17% |
HVII vs HNNAZ Drawdown Comparison
The maximum drawdown for HVII was -5.78%, occurring on Jan 29, 2026. This drawdown has not yet recovered.
The maximum drawdown for HNNAZ was -11.88%, occurring on Mar 28, 2023. Recovery took 472 trading sessions.
The current HVII drawdown is -4.31%. The current HNNAZ drawdown is -0.67%.
| Rank | HVII | HNNAZ |
|---|---|---|
| #1 | -5.78% Oct 23, 2025 - Jan 29, 2026 | -11.88% Jan 20, 2022 - Dec 6, 2023 |
| #2 | -1.93% Sep 19, 2025 - Oct 23, 2025 | -7.65% Dec 6, 2023 - Jan 2, 2024 |
| #3 | -0.59% Aug 8, 2025 - Sep 19, 2025 | -4.54% Jan 2, 2024 - Jun 27, 2024 |
| #4 | -0.30% Feb 10, 2025 - Mar 25, 2025 | -4.02% Jul 29, 2024 - Oct 17, 2024 |
| #5 | -0.29% Jun 24, 2025 - Aug 8, 2025 | -3.61% Jan 3, 2022 - Jan 20, 2022 |
| #6 | -0.20% Apr 29, 2025 - May 1, 2025 | -2.96% Mar 27, 2025 - Jun 13, 2025 |
| #7 | -0.20% May 15, 2025 - Jun 2, 2025 | -2.66% Nov 21, 2025 - Dec 15, 2025 |
| #8 | -0.10% Mar 26, 2025 - Apr 24, 2025 | -2.45% Oct 30, 2024 - Jan 6, 2025 |
| #9 | -0.10% May 1, 2025 - May 5, 2025 | -2.28% Jun 27, 2024 - Jul 10, 2024 |
| #10 | -0.10% Jun 5, 2025 - Jun 11, 2025 | -2.23% Jul 10, 2024 - Jul 29, 2024 |
| #11 | -0.09% May 5, 2025 - May 9, 2025 | -1.78% Mar 16, 2026 - Apr 28, 2026 |
| #12 | N/A | -1.76% Aug 25, 2025 - Sep 15, 2025 |
| #13 | N/A | -1.50% Apr 28, 2026 - May 8, 2026 |
| #14 | N/A | -1.42% Feb 28, 2025 - Mar 18, 2025 |
| #15 | N/A | -1.40% Sep 15, 2025 - Nov 21, 2025 |
Correlation
Correlation between HVII and HNNAZ is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
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