Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HFMDX
HFMDX charges 1.36% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among HFMDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | HFMDX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | HFMDX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | HFMDX vs VMCIX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | HFMDX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | HFMDX vs VEMPX |
Best Risk-Adjusted Alternatives to HFMDX
Among mutual funds in the Mid Cap Blend 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | HFMDX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | HFMDX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | HFMDX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | HFMDX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | HFMDX vs BIGTX |
Top Performing HFMDX Alternatives (YTD)
HFMDX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | HFMDX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | HFMDX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | HFMDX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | HFMDX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | HFMDX vs FTSIX |
Lowest Volatility Alternatives to HFMDX
HFMDX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | HFMDX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | HFMDX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | HFMDX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | HFMDX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | HFMDX vs GABVX |
Lowest Drawdown Alternatives to HFMDX
HFMDX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | HFMDX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | HFMDX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | HFMDX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | HFMDX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | HFMDX vs KMVAX |
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 Growth Fund | Small Cap Blend Equities | 24 | 0.00% | Nov 1, 1996 | HFMDX vs HFCGX | |
| Hennessy Japan Fund | Japan Equities | 25 | -1.56% | Oct 30, 2003 | HFMDX vs HJPNX | |
| Hennessy Midstream Fund | Energy Equities | 16 | 17.65% | Dec 30, 2013 | HFMDX vs HMSIX | |
| Hennessy Focus Fund | Mid Cap Growth Equities | 42 | -5.05% | Jan 3, 1997 | HFMDX vs HFCSX | |
| Hennessy Gas Utility Fund | Utilities Equities | 77 | 14.24% | May 9, 1989 | HFMDX vs GASFX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 75 | 8.31% | Nov 1, 1996 | HFMDX vs HFCVX | |
| Hennessy Japan Small Cap Fund | Japan Equities | 73 | 0.77% | Aug 30, 2007 | HFMDX vs HJPSX | |
| Hennessy Cornerstone Large Cap Growth Fund | Large Cap Value Equities | 36 | 3.18% | Mar 20, 2009 | HFMDX vs HFLGX | |
| Hennessy Balanced Fund | Diversified Portfolio | 73 | 3.41% | Mar 7, 1996 | HFMDX vs HBFBX | |
| Hennessy Technology Fund | Technology Equities | 19 | -10.79% | Jan 31, 2002 | HFMDX vs HTECX |
Often Compared With HFMDX
What investors most often compare with HFMDX, 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.