Hennessy Cornerstone Large Cap Growth Fund (HFLGX) Alternatives
Hennessy Cornerstone Large Cap Growth Fund (HFLGX) 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 HFLGX. 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 HFLGX
HFLGX charges 1.29% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among HFLGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | HFLGX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | HFLGX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | HFLGX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | HFLGX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | HFLGX vs TILVX |
Best Risk-Adjusted Alternatives to HFLGX
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 | HFLGX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | HFLGX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | HFLGX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | HFLGX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | HFLGX vs VALAX |
Top Performing HFLGX Alternatives (YTD)
HFLGX 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 | HFLGX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | HFLGX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | HFLGX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | HFLGX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | HFLGX vs HFCVX |
Lowest Volatility Alternatives to HFLGX
HFLGX 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 | HFLGX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | HFLGX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | HFLGX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | HFLGX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | HFLGX vs ACIIX |
Lowest Drawdown Alternatives to HFLGX
HFLGX 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 | HFLGX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | HFLGX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | HFLGX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | HFLGX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | HFLGX 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 | HFLGX vs HFMDX | |
| Hennessy Cornerstone Growth Fund | Small Cap Blend Equities | 24 | 0.00% | Nov 1, 1996 | HFLGX vs HFCGX | |
| Hennessy Japan Fund | Japan Equities | 25 | -1.56% | Oct 30, 2003 | HFLGX vs HJPNX | |
| Hennessy Midstream Fund | Energy Equities | 16 | 17.65% | Dec 30, 2013 | HFLGX vs HMSIX | |
| Hennessy Focus Fund | Mid Cap Growth Equities | 42 | -5.05% | Jan 3, 1997 | HFLGX vs HFCSX | |
| Hennessy Gas Utility Fund | Utilities Equities | 77 | 14.24% | May 9, 1989 | HFLGX vs GASFX | |
| Hennessy Japan Small Cap Fund | Japan Equities | 73 | 0.77% | Aug 30, 2007 | HFLGX vs HJPSX | |
| Hennessy Balanced Fund | Diversified Portfolio | 73 | 3.41% | Mar 7, 1996 | HFLGX vs HBFBX | |
| Hennessy Technology Fund | Technology Equities | 19 | -10.79% | Jan 31, 2002 | HFLGX vs HTECX | |
| Hennessy Energy Transition Fund | Energy Equities | 83 | 31.39% | Dec 30, 2013 | HFLGX vs HNRIX |
Often Compared With HFLGX
What investors most often compare with HFLGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | HFLGX vs FXAIX | |
| Invesco High Yield Equity Dividend Achievers™ ETF | Mid Cap Value Equities, Dividend | 21 | 6.22% | Dec 9, 2004 | HFLGX vs PEY | |
| Adams Diversified Equity Fund, Inc. | Large Cap Growth Equities | 83 | -4.23% | Jan 2, 1990 | HFLGX vs ADX |
Compare HFLGX with Any Fund or Stock
Compare HFLGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.