Hennessy Small Cap Financial Fund (HSFNX) belongs to the Financials Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HSFNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HSFNX
HSFNX charges 1.58% annually. There are 22 mutual funds in the Financials Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.09% | 13.50B | Feb 2004 | HSFNX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | — | Oct 2018 | HSFNX vs FIKBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | — | Dec 1981 | HSFNX vs FIDSX | |
| Fidelity Select Banking Portfolio | 0.73% | — | Jun 1986 | HSFNX vs FSRBX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | — | Jul 1985 | HSFNX vs FSLBX |
Best Risk-Adjusted Alternatives to HSFNX
HSFNX has a PortfoliosLab risk / return rank of 27. There are 4 mutual funds in the Financials Equities category with higher risk-adjusted ranks, going as high as 68.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund | 68 | — | Oct 2018 | HSFNX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 66 | — | Oct 2018 | HSFNX vs GAFSX | |
| RMB Mendon Financial Services Fund | 58 | — | Jun 1999 | HSFNX vs RMBKX | |
| Rydex Banking Fund | 34 | — | Apr 1998 | HSFNX vs RYKIX | |
| John Hancock Regional Bank Fund | 26 | — | Jan 1992 | HSFNX vs FRBAX |
Top Performing HSFNX Alternatives (YTD)
HSFNX is at 14.33% YTD. There are 4 mutual funds in the Financials Equities category with higher YTD returns, going as high as 18.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| RMB Mendon Financial Services Fund | 18.29% | — | Jun 1999 | HSFNX vs RMBKX | |
| John Hancock Regional Bank Fund | 17.27% | — | Jan 1992 | HSFNX vs FRBAX | |
| John Hancock Financial Opportunities Fund | 15.80% | — | Aug 1994 | HSFNX vs BTO | |
| Fidelity Select Banking Portfolio | 15.24% | — | Jun 1986 | HSFNX vs FSRBX | |
| Rydex Banking Fund | 13.36% | — | Apr 1998 | HSFNX vs RYKIX |
Lowest Volatility Alternatives to HSFNX
HSFNX has 23.84% 1-year volatility. There are 27 mutual funds in the Financials Equities category with lower 1-year volatility, going as low as 7.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 7.21% | — | Aug 2003 | HSFNX vs FLC | |
| Saratoga Financial Service Fund | 9.20% | — | Aug 2000 | HSFNX vs SFPAX | |
| Gabelli Global Financial Services Fund | 12.62% | — | Oct 2018 | HSFNX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 12.67% | — | Oct 2018 | HSFNX vs GAFSX | |
| ICON Consumer Select Fund | 14.26% | — | Jul 1997 | HSFNX vs ICFSX |
Lowest Drawdown Alternatives to HSFNX
HSFNX has a 1-year max drawdown of -13.61%. There are 14 mutual funds in the Financials Equities category with shallower 1-year drawdowns, going as shallow as -4.86%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Saratoga Financial Service Fund | -4.86% | — | Aug 2000 | HSFNX vs SFPAX | |
| Flaherty & Crumrine Total Return Fund Inc | -8.34% | — | Aug 2003 | HSFNX vs FLC | |
| Gabelli Global Financial Services Fund | -9.42% | — | Oct 2018 | HSFNX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -9.47% | — | Oct 2018 | HSFNX vs GAFSX | |
| RMB Mendon Financial Services Fund | -9.48% | — | Jun 1999 | HSFNX vs RMBKX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 39 | 15.10% | — | Sep 2021 | HSFNX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | HSFNX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | HSFNX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | HSFNX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | HSFNX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | HSFNX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | HSFNX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | HSFNX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | HSFNX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | HSFNX vs FAMRX |
Often Compared With HSFNX
Investors most often compare HSFNX with PMJIX, SBFAX, XSMO. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare HSFNX with Any Fund or Stock
Compare HSFNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HSFNX with funds that move differently
Hennessy Small Cap Financial Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HSFNX.
Explore HSFNX Diversifiers