Hennessy Japan Small Cap Fund (HJPSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HJPSX
HJPSX charges 1.57% annually. Among mutual funds in the Japan Equities category, these options have the lowest expense ratios among HJPSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Japan Stock Index Fund | 0.11% | Jun 24, 2021 | HJPSX vs FSJPX | |
| DFA Japanese Small Company Portfolio | 0.42% | Jan 30, 1986 | HJPSX vs DFJSX | |
| Fidelity Japan Smaller Companies Fund | 0.91% | Nov 1, 1995 | HJPSX vs FJSCX | |
| Fidelity Advisor Japan Fund Class Z | 0.96% | Oct 2, 2018 | HJPSX vs FIQLX | |
| Fidelity Advisor Japan Fund Class I | 1.04% | Dec 14, 2010 | HJPSX vs FJPIX |
Best Risk-Adjusted Alternatives to HJPSX
Among mutual funds in the Japan 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 | |
|---|---|---|---|---|
| DFA Japanese Small Company Portfolio | 82 | Jan 30, 1986 | HJPSX vs DFJSX | |
| Fidelity Japan Fund | 78 | Sep 15, 1992 | HJPSX vs FJPNX | |
| Fidelity Advisor Japan Fund Class I | 77 | Dec 14, 2010 | HJPSX vs FJPIX | |
| Fidelity Advisor Japan Fund Class Z | 77 | Oct 2, 2018 | HJPSX vs FIQLX | |
| Fidelity Advisor Japan Fund Class A | 77 | Dec 14, 2010 | HJPSX vs FPJAX |
Top Performing HJPSX Alternatives (YTD)
HJPSX alternatives from the Japan Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Commonwealth Japan Fund | 3.66% | Jul 9, 1989 | HJPSX vs CNJFX | |
| DFA Japanese Small Company Portfolio | 3.43% | Jan 30, 1986 | HJPSX vs DFJSX | |
| Fidelity Advisor Japan Fund Class I | 2.59% | Dec 14, 2010 | HJPSX vs FJPIX | |
| Fidelity Advisor Japan Fund Class Z | 2.59% | Oct 2, 2018 | HJPSX vs FIQLX | |
| Fidelity Japan Fund | 2.58% | Sep 15, 1992 | HJPSX vs FJPNX |
Lowest Volatility Alternatives to HJPSX
HJPSX alternatives from the Japan Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Japanese Small Company Portfolio | 17.47% | Jan 30, 1986 | HJPSX vs DFJSX | |
| Fidelity Japan Smaller Companies Fund | 18.78% | Nov 1, 1995 | HJPSX vs FJSCX | |
| Commonwealth Japan Fund | 19.19% | Jul 9, 1989 | HJPSX vs CNJFX | |
| T. Rowe Price Japan Fund | 20.46% | Dec 29, 1991 | HJPSX vs PRJPX | |
| Fidelity SAI Japan Stock Index Fund | 22.07% | Jun 24, 2021 | HJPSX vs FSJPX |
Lowest Drawdown Alternatives to HJPSX
HJPSX alternatives from the Japan Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Commonwealth Japan Fund | -11.44% | Jul 9, 1989 | HJPSX vs CNJFX | |
| DFA Japanese Small Company Portfolio | -12.53% | Jan 30, 1986 | HJPSX vs DFJSX | |
| Fidelity Advisor Japan Fund Class Z | -12.73% | Oct 2, 2018 | HJPSX vs FIQLX | |
| Fidelity Japan Fund | -12.74% | Sep 15, 1992 | HJPSX vs FJPNX | |
| Fidelity Advisor Japan Fund Class A | -12.75% | Dec 14, 2010 | HJPSX vs FPJAX |
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 Mid Cap 30 Fund | Mid Cap Blend Equities | 14 | -4.78% | Sep 17, 2003 | HJPSX vs HFMDX | |
| Hennessy Cornerstone Growth Fund | Small Cap Blend Equities | 24 | 0.00% | Nov 1, 1996 | HJPSX vs HFCGX | |
| Hennessy Japan Fund | Japan Equities | 25 | -1.56% | Oct 30, 2003 | HJPSX vs HJPNX | |
| Hennessy Midstream Fund | Energy Equities | 16 | 17.65% | Dec 30, 2013 | HJPSX vs HMSIX | |
| Hennessy Focus Fund | Mid Cap Growth Equities | 42 | -5.05% | Jan 3, 1997 | HJPSX vs HFCSX | |
| Hennessy Gas Utility Fund | Utilities Equities | 77 | 14.24% | May 9, 1989 | HJPSX vs GASFX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 75 | 8.31% | Nov 1, 1996 | HJPSX vs HFCVX | |
| Hennessy Cornerstone Large Cap Growth Fund | Large Cap Value Equities | 36 | 3.18% | Mar 20, 2009 | HJPSX vs HFLGX | |
| Hennessy Balanced Fund | Diversified Portfolio | 73 | 3.41% | Mar 7, 1996 | HJPSX vs HBFBX | |
| Hennessy Technology Fund | Technology Equities | 19 | -10.79% | Jan 31, 2002 | HJPSX vs HTECX |
Often Compared With HJPSX
What investors most often compare with HJPSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| WisdomTree Japan SmallCap Dividend Fund | Japan Equities, Dividend | 86 | 5.94% | Jun 16, 2006 | HJPSX vs DFJ | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | HJPSX vs OLGAX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | HJPSX vs VOO | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | HJPSX vs SPY | |
| Schwab Fundamental International Large Company Ind... | Foreign Large Cap Equities | 93 | 4.82% | Apr 1, 2007 | HJPSX vs SFNNX | |
| Matthews Japan Fund | Japan Equities | 41 | -1.91% | Dec 30, 1998 | HJPSX vs MJFOX | |
| Fidelity Advisor Japan Fund Class M | Japan Equities | 75 | 2.47% | Dec 14, 2010 | HJPSX vs FJPTX | |
| Hennessy Energy Transition Fund | Energy Equities | 83 | 31.39% | Dec 30, 2013 | HJPSX vs HNRIX | |
| Japan Smaller Capitalization Fund | Japan Equities | 88 | 0.73% | Mar 21, 1990 | HJPSX vs JOF | |
| RMB Japan Fund | Japan Equities | — | — | Dec 26, 2017 | HJPSX vs RMBPX | |
| Fidelity Advisor Japan Fund Class C | Japan Equities | 75 | 2.30% | Dec 14, 2010 | HJPSX vs FJPCX |
Compare HJPSX with Any Fund or Stock
Compare HJPSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.