Hennessy Cornerstone Value Fund (HFCVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HFCVX
HFCVX charges 1.23% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among HFCVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | HFCVX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | HFCVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | HFCVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | HFCVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | HFCVX vs TILVX |
Best Risk-Adjusted Alternatives to HFCVX
Among mutual funds in the Large Cap Value 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | HFCVX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | HFCVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | HFCVX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | HFCVX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | HFCVX vs VALAX |
Top Performing HFCVX Alternatives (YTD)
HFCVX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | HFCVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | HFCVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | HFCVX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | HFCVX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 8.28% | Mar 30, 2005 | HFCVX vs SVAIX |
Lowest Volatility Alternatives to HFCVX
HFCVX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | HFCVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | HFCVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | HFCVX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | HFCVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | HFCVX vs ACIIX |
Lowest Drawdown Alternatives to HFCVX
HFCVX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | HFCVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | HFCVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | HFCVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | HFCVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | HFCVX vs PSECX |
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 | HFCVX vs HFMDX | |
| Hennessy Cornerstone Growth Fund | Small Cap Blend Equities | 24 | 0.00% | Nov 1, 1996 | HFCVX vs HFCGX | |
| Hennessy Japan Fund | Japan Equities | 25 | -1.56% | Oct 30, 2003 | HFCVX vs HJPNX | |
| Hennessy Midstream Fund | Energy Equities | 16 | 17.65% | Dec 30, 2013 | HFCVX vs HMSIX | |
| Hennessy Focus Fund | Mid Cap Growth Equities | 42 | -5.05% | Jan 3, 1997 | HFCVX vs HFCSX | |
| Hennessy Gas Utility Fund | Utilities Equities | 77 | 14.24% | May 9, 1989 | HFCVX vs GASFX | |
| Hennessy Japan Small Cap Fund | Japan Equities | 73 | 0.77% | Aug 30, 2007 | HFCVX vs HJPSX | |
| Hennessy Cornerstone Large Cap Growth Fund | Large Cap Value Equities | 36 | 3.18% | Mar 20, 2009 | HFCVX vs HFLGX | |
| Hennessy Balanced Fund | Diversified Portfolio | 73 | 3.41% | Mar 7, 1996 | HFCVX vs HBFBX | |
| Hennessy Technology Fund | Technology Equities | 19 | -10.79% | Jan 31, 2002 | HFCVX vs HTECX |
Often Compared With HFCVX
What investors most often compare with HFCVX, 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.