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% | 213.90B | Dec 2010 | HFMDX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 213.90B | May 1998 | HFMDX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 89.90B | Jan 2011 | HFMDX vs VEMPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.70B | Dec 2017 | HFMDX vs SWMCX |
Best Risk-Adjusted Alternatives to HFMDX
HFMDX has a PortfoliosLab risk / return rank of 27. There are 92 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 | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | HFMDX vs GENIX | |
| The Texas Fund | 82 | — | Sep 2013 | HFMDX vs BIGTX | |
| Destinations Small-Mid Cap Equity Fund | 77 | — | Mar 2017 | HFMDX vs DSMFX | |
| Vanguard Strategic Equity Fund | 75 | 11.20B | Aug 1995 | HFMDX vs VSEQX |
Top Performing HFMDX Alternatives (YTD)
HFMDX is at 17.06% YTD. There are 31 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 42.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 42.35% | — | Jan 2005 | HFMDX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 33.04% | — | Aug 2015 | HFMDX vs FZFLX | |
| Hodges Fund | 28.91% | — | Oct 1992 | HFMDX vs HDPMX | |
| 13D Activist Fund | 27.27% | — | Dec 2011 | HFMDX vs DDDIX | |
| The Texas Fund | 26.40% | — | Sep 2013 | HFMDX vs BIGTX |
Lowest Volatility Alternatives to HFMDX
HFMDX has 21.47% 1-year volatility. There are 123 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Aquila Opportunity Growth Fund | 9.26% | — | Jul 1994 | HFMDX vs ATGAX | |
| Gabelli Focused Growth and Income Fund | 9.65% | — | Dec 2002 | HFMDX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.53% | — | Jul 1999 | HFMDX vs TLVAX | |
| Quantified Common Ground Fund | 11.73% | — | Dec 2019 | HFMDX vs QCGDX | |
| Boston Trust Midcap Fund | 11.80% | — | — | HFMDX vs BTMFX |
Lowest Drawdown Alternatives to HFMDX
HFMDX has a 1-year max drawdown of -12.66%. There are 110 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -5.55%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Common Ground Fund | -5.55% | — | Dec 2019 | HFMDX vs QCGDX | |
| 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 |
Other Mutual Funds from Hennessy
The 10 most viewed Hennessy mutual funds shown here include HFCGX, HMSIX, HJPNX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | Small Cap Blend Equities | 43 | 16.55% | — | Nov 1996 | HFMDX vs HFCGX | |
| Hennessy Midstream Fund | Energy Equities | 15 | 16.42% | — | Dec 2013 | HFMDX vs HMSIX | |
| Hennessy Japan Fund | Japan Equities | 25 | 19.03% | — | Oct 2003 | HFMDX vs HJPNX | |
| Hennessy Focus Fund | Mid Cap Growth Equities | 35 | 13.28% | — | Jan 1997 | HFMDX vs HFCSX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 89 | 13.70% | — | Nov 1996 | HFMDX vs HFCVX | |
| Hennessy Gas Utility Fund | Utilities Equities | 14 | 9.02% | — | May 1989 | HFMDX vs GASFX | |
| Hennessy Japan Small Cap Fund | Japan Equities | 30 | 13.82% | — | Aug 2007 | HFMDX vs HJPSX | |
| Hennessy Balanced Fund | Diversified Portfolio | 66 | 5.73% | — | Mar 1996 | HFMDX vs HBFBX | |
| Hennessy Energy Transition Fund | Energy Equities | 66 | 27.69% | — | Dec 2013 | HFMDX vs HNRIX | |
| Hennessy Midstream Fund Investor Class | MLPs | 14 | 16.30% | — | Dec 2013 | HFMDX vs HMSFX |
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