Hennessy Cornerstone Growth Fund (HFCGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HFCGX
HFCGX charges 1.34% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among HFCGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | HFCGX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | HFCGX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | HFCGX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | HFCGX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | HFCGX vs VSMAX |
Best Risk-Adjusted Alternatives to HFCGX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | HFCGX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | HFCGX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | HFCGX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | HFCGX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | HFCGX vs PRSVX |
Top Performing HFCGX Alternatives (YTD)
HFCGX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | HFCGX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | HFCGX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | HFCGX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | HFCGX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | HFCGX vs RIVSX |
Lowest Volatility Alternatives to HFCGX
HFCGX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | HFCGX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | HFCGX vs SSLCX | |
| Boston Trust Small Cap Fund | 18.96% | — | HFCGX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | HFCGX vs CSMDX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 19.62% | Sep 8, 2011 | HFCGX vs FTHNX |
Lowest Drawdown Alternatives to HFCGX
HFCGX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | HFCGX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | HFCGX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | HFCGX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | HFCGX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | HFCGX vs BOSOX |
Other Mutual Funds from Hennessy
Most popular Hennessy mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Hennessy Cornerstone Mid Cap 30 Fund | Mid Cap Blend Equities | 14 | -4.78% | Sep 17, 2003 | HFCGX vs HFMDX | |
| Hennessy Japan Fund | Japan Equities | 25 | -1.56% | Oct 30, 2003 | HFCGX vs HJPNX | |
| Hennessy Midstream Fund | Energy Equities | 16 | 17.65% | Dec 30, 2013 | HFCGX vs HMSIX | |
| Hennessy Focus Fund | Mid Cap Growth Equities | 42 | -5.05% | Jan 3, 1997 | HFCGX vs HFCSX | |
| Hennessy Gas Utility Fund | Utilities Equities | 77 | 14.24% | May 9, 1989 | HFCGX vs GASFX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 75 | 8.31% | Nov 1, 1996 | HFCGX vs HFCVX | |
| Hennessy Japan Small Cap Fund | Japan Equities | 73 | 0.77% | Aug 30, 2007 | HFCGX vs HJPSX | |
| Hennessy Cornerstone Large Cap Growth Fund | Large Cap Value Equities | 36 | 3.18% | Mar 20, 2009 | HFCGX vs HFLGX | |
| Hennessy Balanced Fund | Diversified Portfolio | 73 | 3.41% | Mar 7, 1996 | HFCGX vs HBFBX | |
| Hennessy Technology Fund | Technology Equities | 19 | -10.79% | Jan 31, 2002 | HFCGX vs HTECX |
Often Compared With HFCGX
What investors most often compare with HFCGX, 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.