Hennessy Small Cap Financial Fund (HSFNX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to HSFNX
HSFNX charges 1.58% annually. Among mutual funds in the Financials Equities category, these options have the lowest expense ratios among HSFNX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.10% | Feb 4, 2004 | HSFNX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | Oct 2, 2018 | HSFNX vs FIKBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | Dec 10, 1981 | HSFNX vs FIDSX | |
| Fidelity Select Banking Portfolio | 0.73% | Jun 30, 1986 | HSFNX vs FSRBX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | Jul 29, 1985 | HSFNX vs FSLBX |
Best Risk-Adjusted Alternatives to HSFNX
Among mutual funds in the Financials 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 | |
|---|---|---|---|---|
| Gabelli Global Financial Services Fund Class AAA | 79 | Oct 1, 2018 | HSFNX vs GAFSX | |
| Gabelli Global Financial Services Fund | 78 | Oct 1, 2018 | HSFNX vs GFSIX | |
| RMB Mendon Financial Services Fund | 44 | Jun 7, 1999 | HSFNX vs RMBKX | |
| Rydex Banking Fund | 36 | Apr 1, 1998 | HSFNX vs RYKIX | |
| John Hancock Regional Bank Fund | 29 | Jan 3, 1992 | HSFNX vs FRBAX |
Top Performing HSFNX Alternatives (YTD)
HSFNX alternatives from the Financials Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| John Hancock Financial Opportunities Fund | 4.20% | Aug 18, 1994 | HSFNX vs BTO | |
| Saratoga Financial Service Fund | 0.00% | Aug 1, 2000 | HSFNX vs SFPAX | |
| RMB Mendon Financial Services Fund | -0.36% | Jun 7, 1999 | HSFNX vs RMBKX | |
| John Hancock Regional Bank Fund | -1.16% | Jan 3, 1992 | HSFNX vs FRBAX | |
| Flaherty & Crumrine Total Return Fund Inc | -3.43% | Aug 29, 2003 | HSFNX vs FLC |
Lowest Volatility Alternatives to HSFNX
HSFNX alternatives from the Financials Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 11.34% | Aug 29, 2003 | HSFNX vs FLC | |
| Gabelli Global Financial Services Fund | 15.18% | Oct 1, 2018 | HSFNX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 15.21% | Oct 1, 2018 | HSFNX vs GAFSX | |
| Saratoga Financial Service Fund | 17.62% | Aug 1, 2000 | HSFNX vs SFPAX | |
| 1919 Financial Services Fund | 18.16% | Nov 16, 1998 | HSFNX vs SBFAX |
Lowest Drawdown Alternatives to HSFNX
HSFNX alternatives from the Financials Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | -8.69% | Aug 29, 2003 | HSFNX vs FLC | |
| Fidelity Select Insurance Portfolio | -11.69% | Dec 16, 1985 | HSFNX vs FSPCX | |
| Gabelli Global Financial Services Fund | -11.92% | Oct 1, 2018 | HSFNX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -11.92% | Oct 1, 2018 | HSFNX vs GAFSX | |
| 1919 Financial Services Fund | -11.95% | Nov 16, 1998 | HSFNX vs SBFAX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 51 | -9.12% | Jan 18, 2000 | HSFNX vs NASDX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 68 | -3.56% | Sep 6, 1994 | HSFNX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 46 | -6.78% | Sep 6, 1994 | HSFNX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 46 | -7.06% | Jul 30, 1993 | HSFNX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 16 | -6.71% | Sep 28, 2021 | HSFNX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | -4.27% | May 30, 2011 | HSFNX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 70 | -2.99% | Dec 30, 1991 | HSFNX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 8 | 6.59% | Jul 30, 2010 | HSFNX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | -7.23% | Aug 30, 2005 | HSFNX vs BDJ | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 3.57% | Dec 20, 2012 | HSFNX vs BDMIX |
Often Compared With HSFNX
What investors most often compare with HSFNX, 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.