Hennessy Cornerstone Value Fund (HFCVX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HFCVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HFCVX
HFCVX charges 1.23% annually. There are 285 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | HFCVX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | HFCVX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HFCVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | HFCVX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | HFCVX vs VVIAX |
Best Risk-Adjusted Alternatives to HFCVX
HFCVX has a PortfoliosLab risk / return rank of 96. There are 31 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | HFCVX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | HFCVX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | HFCVX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund Investor ... | 98 | — | — | HFCVX vs MDLVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | HFCVX vs LSVVX |
Top Performing HFCVX Alternatives (YTD)
HFCVX is at 16.61% YTD. There are 96 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.43% | — | Jun 2015 | HFCVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | HFCVX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | HFCVX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | HFCVX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | HFCVX vs AVLVX |
Lowest Volatility Alternatives to HFCVX
HFCVX has 9.56% 1-year volatility. There are 17 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | HFCVX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | HFCVX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | HFCVX vs RIDAX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | HFCVX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | HFCVX vs ACIIX |
Lowest Drawdown Alternatives to HFCVX
HFCVX has a 1-year max drawdown of -3.77%. There is 1 mutual fund in the Large Cap Value Equities category with a shallower 1-year drawdown, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | HFCVX vs ACTIX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | HFCVX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | HFCVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | HFCVX vs SVAIX | |
| Towpath Focus Fund | -4.72% | — | Dec 2019 | HFCVX vs TOWFX |
Other Mutual Funds from Hennessy
The 10 most viewed Hennessy mutual funds shown here include HFMDX, HFCGX, HJPNX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hennessy Cornerstone Mid Cap 30 Fund | Mid Cap Blend Equities | 33 | 14.55% | — | Sep 2003 | HFCVX vs HFMDX | |
| Hennessy Cornerstone Growth Fund | Small Cap Blend Equities | 44 | 12.20% | — | Nov 1996 | HFCVX vs HFCGX | |
| Hennessy Japan Fund | Japan Equities, Asia Pacific Equities | 55 | 20.51% | — | Oct 2003 | HFCVX vs HJPNX | |
| Hennessy Focus Fund | Mid Cap Growth Equities | 7 | -0.54% | — | Jan 1997 | HFCVX vs HFCSX | |
| Hennessy Midstream Fund | Energy Equities | 45 | 19.47% | — | Dec 2013 | HFCVX vs HMSIX | |
| Hennessy Gas Utility Fund | Utilities Equities | 33 | 11.21% | — | May 1989 | HFCVX vs GASFX | |
| Hennessy Midstream Fund Investor Class | MLPs | 44 | 19.27% | — | Dec 2013 | HFCVX vs HMSFX | |
| Hennessy Japan Small Cap Fund | Japan Equities, Asia Pacific Equities | 43 | 14.48% | — | Aug 2007 | HFCVX vs HJPSX | |
| Hennessy Energy Transition Fund | Energy Equities | 73 | 25.74% | — | Dec 2013 | HFCVX vs HNRIX | |
| Hennessy Balanced Fund | Diversified Portfolio | 91 | 8.15% | — | Mar 1996 | HFCVX vs HBFBX |
Often Compared With HFCVX
Investors most often compare HFCVX with VFLO, DFUVX, PEY. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare HFCVX with Any Fund or Stock
Compare HFCVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HFCVX with funds that move differently
Hennessy Cornerstone Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HFCVX.
Explore HFCVX Diversifiers