NEN vs HNNAZ

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

5-Year PerformanceHNNAZ has outperformed NEN, delivering a return of +4.2% compared to +2.3%

NEN vs HNNAZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NEN(COMPANY)	HNNAZ(COMPANY)
Market Cap	$199M	$199M
Max Drawdown	50.38%	17.23%
Sharpe Ratio	-1.15	0.41
5Y Beta	0.03	0.05
Industry	Real Estate Services	N/A
P/E Ratio	-118.24	21.77
Forward P/E	23.58	N/A
PEG Ratio	0.00	8.92
Dividend Yield	2.81%	N/A
5Y Dividends CAGR	0.00%	N/A
5Y EPS CAGR	49.47%	3.86%
Debt to Equity	-668.42%	0.00%
Free Cash Flow Yield	-49.00%	5.96%
P/S Ratio	2.11	N/A
P/B Ratio	45.29	N/A

Market Cap

Winner

NEN

$199M

HNNAZ

$199M

Max Drawdown

NEN

50.38%

Winner

HNNAZ

17.23%

Sharpe Ratio

NEN

-1.15

Winner

HNNAZ

0.41

5Y Beta

Winner

NEN

0.03

HNNAZ

0.05

Industry

NEN

Real Estate Services

HNNAZ

N/A

P/E Ratio

Winner

NEN

-118.24

HNNAZ

21.77

Forward P/E

NEN

23.58

HNNAZ

N/A

PEG Ratio

Winner

NEN

0.00

HNNAZ

8.92

Dividend Yield

NEN

2.81%

HNNAZ

N/A

5Y Dividends CAGR

NEN

0.00%

HNNAZ

N/A

5Y EPS CAGR

Winner

NEN

49.47%

HNNAZ

3.86%

Debt to Equity

Winner

NEN

-668.42%

HNNAZ

0.00%

Free Cash Flow Yield

NEN

-49.00%

Winner

HNNAZ

5.96%

P/S Ratio

NEN

2.11

HNNAZ

N/A

P/B Ratio

NEN

45.29

HNNAZ

N/A

NEN vs HNNAZ - Historical Returns

Returns include dividend reinvestment.

Period	NEN	HNNAZ
1 month	-1.68%	+0.00%
3 months	-6.32%	+0.28%
6 months	-12.69%	+2.06%
1 year	-20.71%	+6.61%
5 years(CAGR)	+2.31%	+4.19%
10 years(CAGR)	+2.01%	N/A
Max(CAGR)	+14.77%	+4.19%

NEN

-1.68%

Winner

HNNAZ

+0.00%

NEN

-6.32%

Winner

HNNAZ

+0.28%

NEN

-12.69%

Winner

HNNAZ

+2.06%

NEN

-20.71%

Winner

HNNAZ

+6.61%

5Y(CAGR)

NEN

+2.31%

Winner

HNNAZ

+4.19%

10Y(CAGR)

NEN

+2.01%

HNNAZ

N/A

Max(CAGR)

Winner

NEN

+14.77%

HNNAZ

+4.19%

NEN vs HNNAZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NEN	HNNAZ
2026	-11.93%	+2.06%
2025	-17.03%	+8.40%
2024	+24.04%	+3.10%
2023	+2.06%	+5.57%
2022	+6.31%	-5.51%
2021	+38.51%	+1.17%
2020	-16.64%	N/A
2019	+14.31%	N/A
2018	-20.85%	N/A
2017	+26.01%	N/A
2016	+24.41%	N/A
2015	+6.77%	N/A
2014	+10.60%	N/A
2013	+56.87%	N/A
2012	+29.58%	N/A
2011	+10.76%	N/A
2010	+26.37%	N/A
2009	+0.12%	N/A
2008	-19.22%	N/A
2007	-11.69%	N/A
2006	+7.73%	N/A
2005	-4.74%	N/A
2004	+67.23%	N/A
2003	+38.92%	N/A
2002	+47.77%	N/A
2001	+80.88%	N/A
2000	+68.13%	N/A
1999	-3.30%	N/A

NEN vs HNNAZ Drawdown Comparison

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

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

The current NEN drawdown is -29.14%. The current HNNAZ drawdown is -0.38%.

Rank	NEN	HNNAZ
#1	-44.21% Feb 16, 2007 - Jan 10, 2012	-11.88% Jan 20, 2022 - Dec 6, 2023
#2	-41.90% Nov 8, 2017 - Dec 23, 2021	-7.65% Dec 6, 2023 - Jan 2, 2024
#3	-29.14% Mar 31, 2025 - Jul 31, 2026	-4.54% Jan 2, 2024 - Jun 27, 2024
#4	-29.11% Jun 7, 2002 - Mar 24, 2003	-4.02% Jul 29, 2024 - Oct 17, 2024
#5	-27.38% Oct 2, 2000 - Jan 23, 2001	-3.61% Jan 3, 2022 - Jan 20, 2022
#6	-27.22% Feb 14, 2005 - Feb 15, 2007	-2.96% Mar 27, 2025 - Jun 13, 2025
#7	-22.66% Aug 20, 2001 - Feb 20, 2002	-2.66% Nov 21, 2025 - Dec 15, 2025
#8	-20.83% Jan 23, 2001 - May 29, 2001	-2.45% Oct 30, 2024 - Jan 6, 2025
#9	-20.00% Feb 9, 2000 - Mar 20, 2000	-2.28% Jun 27, 2024 - Jul 10, 2024
#10	-18.28% Jul 12, 2001 - Aug 3, 2001	-2.23% Jul 10, 2024 - Jul 29, 2024
#11	-18.02% Apr 14, 2022 - Aug 22, 2024	-1.78% Mar 16, 2026 - Apr 28, 2026
#12	-15.95% Nov 6, 2003 - Jun 9, 2004	-1.76% Aug 25, 2025 - Sep 15, 2025
#13	-12.85% Mar 20, 2000 - May 19, 2000	-1.50% Apr 28, 2026 - May 8, 2026
#14	-11.96% Feb 12, 2013 - Mar 27, 2013	-1.42% Feb 28, 2025 - Mar 18, 2025
#15	-11.87% Aug 17, 2016 - Mar 23, 2017	-1.40% Sep 15, 2025 - Nov 21, 2025

Correlation

Correlation between NEN and HNNAZ 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)

NEN vs HNNAZ dividend yield comparison.

Year	NEN	HNNAZ
2026	1.43%	2.45%
2025	7.44%	4.88%
2024	3.87%	5.03%
2023	4.02%	5.13%
2022	3.61%	5.11%
2021	1.89%	0.00%
2020	2.55%	0.00%
2019	2.06%	0.00%
2018	2.14%	0.00%
2017	2.92%	0.00%
2016	2.96%	0.00%
2015	1.97%	0.00%
2014	2.05%	0.00%
2013	2.25%	0.00%
2012	3.37%	0.00%
2011	3.93%	0.00%
2010	4.24%	0.00%
2009	5.33%	0.00%
2008	5.16%	0.00%
2007	4.08%	0.00%
2006	3.41%	0.00%
2005	3.50%	0.00%
2004	3.07%	0.00%
2003	5.39%	0.00%
2002	6.15%	0.00%
2001	3.70%	0.00%
2000	6.20%	0.00%