Hennessy Cornerstone Growth Fund (HFCGX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HFCGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HFCGX
HFCGX charges 1.34% annually. There are 149 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | HFCGX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | HFCGX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | HFCGX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | HFCGX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | HFCGX vs VSMAX |
Best Risk-Adjusted Alternatives to HFCGX
HFCGX has a PortfoliosLab risk / return rank of 37. There are 137 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | HFCGX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | HFCGX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | HFCGX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | HFCGX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | HFCGX vs GQSCX |
Top Performing HFCGX Alternatives (YTD)
HFCGX is at 11.75% YTD. There are 159 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 41.31% | — | Dec 2007 | HFCGX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | HFCGX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | HFCGX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | HFCGX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | HFCGX vs FTMSX |
Lowest Volatility Alternatives to HFCGX
HFCGX has 13.94% 1-year volatility. No mutual funds in the Small Cap Blend Equities category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 14.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | HFCGX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | HFCGX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | HFCGX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | HFCGX vs BOSOX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 15.19% | — | Sep 2011 | HFCGX vs FTHSX |
Lowest Drawdown Alternatives to HFCGX
HFCGX has a 1-year max drawdown of -7.82%. There is 1 mutual fund in the Small Cap Blend Equities category with a shallower 1-year drawdown, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | HFCGX vs IPSIX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | HFCGX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | HFCGX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | HFCGX vs SSCDX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | HFCGX vs BIAUX |
Other Mutual Funds from Hennessy
The 10 most viewed Hennessy mutual funds shown here include HFMDX, HJPNX, HMSIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hennessy Cornerstone Mid Cap 30 Fund | Mid Cap Blend Equities | 24 | 15.89% | — | Sep 2003 | HFCGX vs HFMDX | |
| Hennessy Japan Fund | Japan Equities, Asia Pacific Equities | 55 | 23.79% | — | Oct 2003 | HFCGX vs HJPNX | |
| Hennessy Midstream Fund | Energy Equities | 39 | 17.01% | — | Dec 2013 | HFCGX vs HMSIX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 87 | 13.92% | — | Nov 1996 | HFCGX vs HFCVX | |
| Hennessy Focus Fund | Mid Cap Growth Equities | 12 | 5.65% | — | Jan 1997 | HFCGX vs HFCSX | |
| Hennessy Gas Utility Fund | Utilities Equities | 46 | 12.77% | — | May 1989 | HFCGX vs GASFX | |
| Hennessy Midstream Fund Investor Class | MLPs | 38 | 16.84% | — | Dec 2013 | HFCGX vs HMSFX | |
| Hennessy Japan Small Cap Fund | Japan Equities, Asia Pacific Equities | 44 | 15.41% | — | Aug 2007 | HFCGX vs HJPSX | |
| Hennessy Balanced Fund | Diversified Portfolio | 78 | 7.35% | — | Mar 1996 | HFCGX vs HBFBX | |
| Hennessy Energy Transition Fund | Energy Equities | 37 | 19.21% | — | Dec 2013 | HFCGX vs HNRIX |
Often Compared With HFCGX
Investors most often compare HFCGX with GABSX, SPY, PEY. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare HFCGX with Any Fund or Stock
Compare HFCGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HFCGX with funds that move differently
Hennessy Cornerstone Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HFCGX.
Explore HFCGX Diversifiers