Hennessy Cornerstone Mid Cap 30 Fund Institutional Class (HIMDX) 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 HIMDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HIMDX
HIMDX charges 0.95% annually. There are 67 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 | HIMDX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | HIMDX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | HIMDX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | HIMDX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | HIMDX vs VEMPX |
Best Risk-Adjusted Alternatives to HIMDX
HIMDX has a PortfoliosLab risk / return rank of 25. There are 96 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | HIMDX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | HIMDX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | HIMDX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | HIMDX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | HIMDX vs FZAMX |
Top Performing HIMDX Alternatives (YTD)
HIMDX is at 16.07% YTD. There are 47 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | HIMDX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | HIMDX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | HIMDX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | HIMDX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | HIMDX vs FZAMX |
Lowest Volatility Alternatives to HIMDX
HIMDX has 22.13% 1-year volatility. There are 123 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | HIMDX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | HIMDX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | HIMDX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | HIMDX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | HIMDX vs RSINX |
Lowest Drawdown Alternatives to HIMDX
HIMDX has a 1-year max drawdown of -12.62%. There are 110 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 | HIMDX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | HIMDX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | HIMDX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | HIMDX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | HIMDX vs DNLDX |
Other Mutual Funds from Hennessy
The 10 most viewed Hennessy mutual funds shown here include HFMDX, HFCGX, HJPNX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hennessy Cornerstone Mid Cap 30 Fund | Mid Cap Blend Equities | 24 | 15.89% | — | Sep 2003 | HIMDX vs HFMDX | |
| Hennessy Cornerstone Growth Fund | Small Cap Blend Equities | 37 | 11.75% | — | Nov 1996 | HIMDX vs HFCGX | |
| Hennessy Japan Fund | Japan Equities, Asia Pacific Equities | 55 | 23.79% | — | Oct 2003 | HIMDX vs HJPNX | |
| Hennessy Midstream Fund | Energy Equities | 39 | 17.01% | — | Dec 2013 | HIMDX vs HMSIX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 87 | 13.92% | — | Nov 1996 | HIMDX vs HFCVX | |
| Hennessy Focus Fund | Mid Cap Growth Equities | 12 | 5.65% | — | Jan 1997 | HIMDX vs HFCSX | |
| Hennessy Gas Utility Fund | Utilities Equities | 46 | 12.77% | — | May 1989 | HIMDX vs GASFX | |
| Hennessy Midstream Fund Investor Class | MLPs | 38 | 16.84% | — | Dec 2013 | HIMDX vs HMSFX | |
| Hennessy Japan Small Cap Fund | Japan Equities, Asia Pacific Equities | 44 | 15.41% | — | Aug 2007 | HIMDX vs HJPSX | |
| Hennessy Balanced Fund | Diversified Portfolio | 78 | 7.35% | — | Mar 1996 | HIMDX vs HBFBX |
Often Compared With HIMDX
Investors most often compare HIMDX with HFLGX, FBGRX, SWMCX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare HIMDX with Any Fund or Stock
Compare HIMDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HIMDX with funds that move differently
Hennessy Cornerstone Mid Cap 30 Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HIMDX.
Explore HIMDX Diversifiers