Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) belongs to the Mid 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 HFMDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HFMDX
HFMDX charges 1.36% annually. There are 109 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | HFMDX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | HFMDX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | HFMDX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | HFMDX vs VEMPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | HFMDX vs SWMCX |
Best Risk-Adjusted Alternatives to HFMDX
HFMDX has a PortfoliosLab risk / return rank of 27. There are 97 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | HFMDX vs PFSLX | |
| Destinations Small-Mid Cap Equity Fund | 83 | — | Mar 2017 | HFMDX vs DSMFX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 83 | — | Aug 2015 | HFMDX vs FZFLX | |
| Vanguard Strategic Equity Fund | 83 | 11.50B | Aug 1995 | HFMDX vs VSEQX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 83 | — | Aug 2013 | HFMDX vs FZAMX |
Top Performing HFMDX Alternatives (YTD)
HFMDX is at 18.54% YTD. There are 34 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 46.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 46.57% | — | Jan 2005 | HFMDX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 37.72% | — | Aug 2015 | HFMDX vs FZFLX | |
| Hodges Fund | 32.69% | — | Oct 1992 | HFMDX vs HDPMX | |
| 13D Activist Fund | 27.51% | — | Dec 2011 | HFMDX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 26.02% | — | Aug 2013 | HFMDX vs FZAMX |
Lowest Volatility Alternatives to HFMDX
HFMDX has 22.06% 1-year volatility. There are 124 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.84% | — | Dec 2002 | HFMDX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.83% | — | Jul 1999 | HFMDX vs TLVAX | |
| Boston Trust Midcap Fund | 11.93% | — | — | HFMDX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.04% | — | Aug 2011 | HFMDX vs WAMFX | |
| Victory RS Investors Fund | 12.11% | — | Nov 2005 | HFMDX vs RSINX |
Lowest Drawdown Alternatives to HFMDX
HFMDX has a 1-year max drawdown of -12.66%. There are 111 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | HFMDX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | HFMDX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | HFMDX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | HFMDX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | HFMDX vs DNLDX |
Other Mutual Funds from Hennessy
The 10 most viewed Hennessy mutual funds shown here include HFCGX, HJPNX, HMSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | Small Cap Blend Equities | 37 | 13.58% | — | Nov 1996 | HFMDX vs HFCGX | |
| Hennessy Japan Fund | Japan Equities | 45 | 22.71% | — | Oct 2003 | HFMDX vs HJPNX | |
| Hennessy Midstream Fund | Energy Equities | 21 | 15.65% | — | Dec 2013 | HFMDX vs HMSIX | |
| Hennessy Focus Fund | Mid Cap Growth Equities | 11 | 5.97% | — | Jan 1997 | HFMDX vs HFCSX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 81 | 11.85% | — | Nov 1996 | HFMDX vs HFCVX | |
| Hennessy Gas Utility Fund | Utilities Equities | 27 | 10.54% | — | May 1989 | HFMDX vs GASFX | |
| Hennessy Japan Small Cap Fund | Japan Equities | 44 | 15.25% | — | Aug 2007 | HFMDX vs HJPSX | |
| Hennessy Balanced Fund | Diversified Portfolio | 66 | 5.41% | — | Mar 1996 | HFMDX vs HBFBX | |
| Hennessy Midstream Fund Investor Class | MLPs | 19 | 15.40% | — | Dec 2013 | HFMDX vs HMSFX | |
| Hennessy Energy Transition Fund | Energy Equities | 28 | 18.99% | — | Dec 2013 | HFMDX vs HNRIX |
Often Compared With HFMDX
Investors most often compare HFMDX with DVSMX, SFILX, FCPGX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare HFMDX with Any Fund or Stock
Compare HFMDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HFMDX with funds that move differently
Hennessy Cornerstone Mid Cap 30 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HFMDX.
Explore HFMDX Diversifiers