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 a closer substitute for your current allocation.
Cheapest Alternatives to HFLGX
HFLGX charges 1.29% annually. There are 294 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 | HFLGX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | HFLGX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | HFLGX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HFLGX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | HFLGX vs VVIAX |
Best Risk-Adjusted Alternatives to HFLGX
HFLGX has a PortfoliosLab risk / return rank of 40. There are 251 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | HFLGX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | HFLGX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | HFLGX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | HFLGX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | HFLGX vs AVLVX |
Top Performing HFLGX Alternatives (YTD)
HFLGX is at 12.99% YTD. There are 122 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.54% | — | Jun 2015 | HFLGX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.27% | — | Nov 1935 | HFLGX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.08% | — | Jun 2022 | HFLGX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.32% | — | Jun 2005 | HFLGX vs PXTIX | |
| AMG Yacktman Focused Fund | 22.18% | — | May 1997 | HFLGX vs YAFFX |
Lowest Volatility Alternatives to HFLGX
HFLGX has 11.94% 1-year volatility. There are 213 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | HFLGX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | HFLGX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | HFLGX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | HFLGX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | HFLGX vs TWEIX |
Lowest Drawdown Alternatives to HFLGX
HFLGX has a 1-year max drawdown of -7.18%. There are 148 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | HFLGX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | HFLGX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | HFLGX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | HFLGX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | HFLGX vs SVAIX |
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 | 24 | 14.72% | — | Sep 2003 | HFLGX vs HFMDX | |
| Hennessy Cornerstone Growth Fund | Small Cap Blend Equities | 41 | 13.19% | — | Nov 1996 | HFLGX vs HFCGX | |
| Hennessy Japan Fund | Japan Equities, Asia Pacific Equities | 59 | 23.46% | — | Oct 2003 | HFLGX vs HJPNX | |
| Hennessy Midstream Fund | Energy Equities | 41 | 19.14% | — | Dec 2013 | HFLGX vs HMSIX | |
| Hennessy Focus Fund | Mid Cap Growth Equities | 9 | 3.80% | — | Jan 1997 | HFLGX vs HFCSX | |
| Hennessy Gas Utility Fund | Utilities Equities | 47 | 13.80% | — | May 1989 | HFLGX vs GASFX | |
| Hennessy Midstream Fund Investor Class | MLPs | 40 | 18.91% | — | Dec 2013 | HFLGX vs HMSFX | |
| Hennessy Japan Small Cap Fund | Japan Equities, Asia Pacific Equities | 46 | 15.51% | — | Aug 2007 | HFLGX vs HJPSX | |
| Hennessy Balanced Fund | Diversified Portfolio | 73 | 6.15% | — | Mar 1996 | HFLGX vs HBFBX | |
| Hennessy Energy Transition Fund | Energy Equities | 46 | 22.30% | — | Dec 2013 | HFLGX vs HNRIX |
Often Compared With HFLGX
Investors most often compare HFLGX with FXAIX, PEY, TMMAX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare HFLGX with Any Fund or Stock
Compare HFLGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HFLGX with funds that move differently
Hennessy Cornerstone Large Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HFLGX.
Explore HFLGX Diversifiers