Hennessy Japan Fund (HJPNX) belongs to the Japan Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HJPNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HJPNX
HJPNX charges 1.44% annually. There are 10 mutual funds in the Japan Equities category with lower expense ratios, going as low as 0.11%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Japan Stock Index Fund | 0.11% | — | Jun 2021 | HJPNX vs FSJPX | |
| DFA Japanese Small Company Portfolio | 0.42% | — | Jan 1986 | HJPNX vs DFJSX | |
| Fidelity Japan Smaller Companies Fund | 0.91% | — | Nov 1995 | HJPNX vs FJSCX | |
| Fidelity Advisor Japan Fund Class Z | 0.96% | — | Oct 2018 | HJPNX vs FIQLX | |
| Fidelity Advisor Japan Fund Class I | 1.04% | — | Dec 2010 | HJPNX vs FJPIX |
Best Risk-Adjusted Alternatives to HJPNX
HJPNX has a PortfoliosLab risk / return rank of 37. There are 11 mutual funds in the Japan Equities category with higher risk-adjusted ranks, going as high as 66.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Japan Fund Class Z | 66 | — | Oct 2018 | HJPNX vs FIQLX | |
| Fidelity Advisor Japan Fund Class I | 65 | — | Dec 2010 | HJPNX vs FJPIX | |
| Fidelity Advisor Japan Fund Class M | 65 | — | Dec 2010 | HJPNX vs FJPTX | |
| Fidelity Advisor Japan Fund Class A | 63 | — | Dec 2010 | HJPNX vs FPJAX | |
| Fidelity Japan Fund | 62 | — | Sep 1992 | HJPNX vs FJPNX |
Top Performing HJPNX Alternatives (YTD)
HJPNX is at 18.60% YTD. There are 8 mutual funds in the Japan Equities category with higher YTD returns, going as high as 24.10%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Japan Fund Class Z | 24.10% | — | Oct 2018 | HJPNX vs FIQLX | |
| Fidelity Japan Fund | 24.08% | — | Sep 1992 | HJPNX vs FJPNX | |
| Fidelity Advisor Japan Fund Class I | 24.03% | — | Dec 2010 | HJPNX vs FJPIX | |
| Fidelity Advisor Japan Fund Class A | 23.92% | — | Dec 2010 | HJPNX vs FPJAX | |
| Fidelity Advisor Japan Fund Class M | 23.73% | — | Dec 2010 | HJPNX vs FJPTX |
Lowest Volatility Alternatives to HJPNX
HJPNX has 23.29% 1-year volatility. There are 13 mutual funds in the Japan Equities category with lower 1-year volatility, going as low as 16.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Japanese Small Company Portfolio | 16.61% | — | Jan 1986 | HJPNX vs DFJSX | |
| Hennessy Japan Small Cap Fund | 17.66% | — | Aug 2007 | HJPNX vs HJPSX | |
| Commonwealth Japan Fund | 18.18% | — | Jul 1989 | HJPNX vs CNJFX | |
| T. Rowe Price Japan Fund | 19.30% | — | Dec 1991 | HJPNX vs PRJPX | |
| Fidelity Japan Smaller Companies Fund | 19.80% | — | Nov 1995 | HJPNX vs FJSCX |
Lowest Drawdown Alternatives to HJPNX
HJPNX has a 1-year max drawdown of -14.18%. There are 10 mutual funds in the Japan Equities category with shallower 1-year drawdowns, going as shallow as -11.44%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Commonwealth Japan Fund | -11.44% | — | Jul 1989 | HJPNX vs CNJFX | |
| DFA Japanese Small Company Portfolio | -12.53% | — | Jan 1986 | HJPNX vs DFJSX | |
| Fidelity Advisor Japan Fund Class Z | -12.73% | — | Oct 2018 | HJPNX vs FIQLX | |
| Fidelity Japan Fund | -12.74% | — | Sep 1992 | HJPNX vs FJPNX | |
| Fidelity Advisor Japan Fund Class A | -12.75% | — | Dec 2010 | HJPNX vs FPJAX |
Other Mutual Funds from Hennessy
The 10 most viewed Hennessy mutual funds shown here include HFMDX, HFCGX, HMSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hennessy Cornerstone Mid Cap 30 Fund | Mid Cap Blend Equities | 24 | 17.06% | — | Sep 2003 | HJPNX vs HFMDX | |
| Hennessy Cornerstone Growth Fund | Small Cap Blend Equities | 29 | 12.05% | — | Nov 1996 | HJPNX vs HFCGX | |
| Hennessy Midstream Fund | Energy Equities | 30 | 17.44% | — | Dec 2013 | HJPNX vs HMSIX | |
| Hennessy Focus Fund | Mid Cap Growth Equities | 9 | 4.02% | — | Jan 1997 | HJPNX vs HFCSX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 85 | 12.39% | — | Nov 1996 | HJPNX vs HFCVX | |
| Hennessy Gas Utility Fund | Utilities Equities | 30 | 11.83% | — | May 1989 | HJPNX vs GASFX | |
| Hennessy Balanced Fund | Diversified Portfolio | 74 | 6.21% | — | Mar 1996 | HJPNX vs HBFBX | |
| Hennessy Midstream Fund Investor Class | MLPs | 29 | 17.29% | — | Dec 2013 | HJPNX vs HMSFX | |
| Hennessy Energy Transition Fund | Energy Equities | 37 | 19.12% | — | Dec 2013 | HJPNX vs HNRIX | |
| Hennessy Cornerstone Large Cap Growth Fund | Large Cap Value Equities | 29 | 9.19% | — | Mar 2009 | HJPNX vs HFLGX |
Often Compared With HJPNX
Investors most often compare HJPNX with VOO, MINDX, EWJ. These 17 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare HJPNX with Any Fund or Stock
Compare HJPNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HJPNX with funds that move differently
Hennessy Japan Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HJPNX.
Explore HJPNX Diversifiers