Hennessy Japan Small Cap Fund (HJPSX) 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 HJPSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HJPSX
HJPSX charges 1.57% annually. There are 11 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 | HJPSX vs FSJPX | |
| DFA Japanese Small Company Portfolio | 0.42% | — | Jan 1986 | HJPSX vs DFJSX | |
| Fidelity Japan Smaller Companies Fund | 0.91% | — | Nov 1995 | HJPSX vs FJSCX | |
| Fidelity Advisor Japan Fund Class Z | 0.96% | — | Oct 2018 | HJPSX vs FIQLX | |
| Fidelity Advisor Japan Fund Class I | 1.04% | — | Dec 2010 | HJPSX vs FJPIX |
Best Risk-Adjusted Alternatives to HJPSX
HJPSX has a PortfoliosLab risk / return rank of 43. There are 13 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 Japan Fund | 66 | — | Sep 1992 | HJPSX vs FJPNX | |
| Fidelity Advisor Japan Fund Class I | 65 | — | Dec 2010 | HJPSX vs FJPIX | |
| Fidelity Advisor Japan Fund Class Z | 65 | — | Oct 2018 | HJPSX vs FIQLX | |
| Fidelity Advisor Japan Fund Class A | 64 | — | Dec 2010 | HJPSX vs FPJAX | |
| Fidelity Advisor Japan Fund Class M | 62 | — | Dec 2010 | HJPSX vs FJPTX |
Top Performing HJPSX Alternatives (YTD)
HJPSX is at 14.48% YTD. There are 12 mutual funds in the Japan Equities category with higher YTD returns, going as high as 20.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Japan Fund Class Z | 20.95% | — | Oct 2018 | HJPSX vs FIQLX | |
| Fidelity Japan Fund | 20.94% | — | Sep 1992 | HJPSX vs FJPNX | |
| Fidelity Advisor Japan Fund Class I | 20.89% | — | Dec 2010 | HJPSX vs FJPIX | |
| Fidelity Advisor Japan Fund Class A | 20.75% | — | Dec 2010 | HJPSX vs FPJAX | |
| Fidelity Advisor Japan Fund Class M | 20.54% | — | Dec 2010 | HJPSX vs FJPTX |
Lowest Volatility Alternatives to HJPSX
HJPSX has 18.44% 1-year volatility. There is 1 mutual fund in the Japan Equities category with lower 1-year volatility, going as low as 17.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Japanese Small Company Portfolio | 17.45% | — | Jan 1986 | HJPSX vs DFJSX | |
| Commonwealth Japan Fund | 18.98% | — | Jul 1989 | HJPSX vs CNJFX | |
| T. Rowe Price Japan Fund | 19.42% | — | Dec 1991 | HJPSX vs PRJPX | |
| Fidelity Japan Smaller Companies Fund | 21.20% | — | Nov 1995 | HJPSX vs FJSCX | |
| Fidelity SAI Japan Stock Index Fund | 22.37% | — | Jun 2021 | HJPSX vs FSJPX |
Lowest Drawdown Alternatives to HJPSX
HJPSX has a 1-year max drawdown of -14.77%. There are 12 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 | HJPSX vs CNJFX | |
| DFA Japanese Small Company Portfolio | -12.53% | — | Jan 1986 | HJPSX vs DFJSX | |
| Fidelity Advisor Japan Fund Class Z | -12.73% | — | Oct 2018 | HJPSX vs FIQLX | |
| Fidelity Japan Fund | -12.74% | — | Sep 1992 | HJPSX vs FJPNX | |
| Fidelity Advisor Japan Fund Class A | -12.75% | — | Dec 2010 | HJPSX vs FPJAX |
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 | 33 | 14.55% | — | Sep 2003 | HJPSX vs HFMDX | |
| Hennessy Cornerstone Growth Fund | Small Cap Blend Equities | 44 | 12.20% | — | Nov 1996 | HJPSX vs HFCGX | |
| Hennessy Japan Fund | Japan Equities, Asia Pacific Equities | 55 | 20.51% | — | Oct 2003 | HJPSX vs HJPNX | |
| Hennessy Focus Fund | Mid Cap Growth Equities | 7 | -0.54% | — | Jan 1997 | HJPSX vs HFCSX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 96 | 16.61% | — | Nov 1996 | HJPSX vs HFCVX | |
| Hennessy Midstream Fund | Energy Equities | 45 | 19.47% | — | Dec 2013 | HJPSX vs HMSIX | |
| Hennessy Gas Utility Fund | Utilities Equities | 33 | 11.21% | — | May 1989 | HJPSX vs GASFX | |
| Hennessy Midstream Fund Investor Class | MLPs | 44 | 19.27% | — | Dec 2013 | HJPSX vs HMSFX | |
| Hennessy Energy Transition Fund | Energy Equities | 73 | 25.74% | — | Dec 2013 | HJPSX vs HNRIX | |
| Hennessy Balanced Fund | Diversified Portfolio | 91 | 8.15% | — | Mar 1996 | HJPSX vs HBFBX |
Often Compared With HJPSX
Investors most often compare HJPSX with DFJ, OLGAX, VOO. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare HJPSX with Any Fund or Stock
Compare HJPSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HJPSX with funds that move differently
Hennessy Japan Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HJPSX.
Explore HJPSX Diversifiers