Hennessy Technology Fund (HTECX) Alternatives
Hennessy Technology Fund (HTECX) belongs to the Technology Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HTECX. 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 HTECX
HTECX charges 1.23% annually. Among mutual funds in the Technology Equities category, these options have the lowest expense ratios among HTECX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Communication Services Index Fund Admiral... | 0.10% | Mar 11, 2005 | HTECX vs VTCAX | |
| Vanguard Information Technology Index Fund Admiral... | 0.10% | Mar 25, 2004 | HTECX vs VITAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | Jun 24, 2013 | HTECX vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | Apr 4, 2024 | HTECX vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | Oct 2, 2018 | HTECX vs FIKHX |
Best Risk-Adjusted Alternatives to HTECX
Among mutual funds in the Technology 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 | |
|---|---|---|---|---|
| ARK Venture Fund | 99 | Sep 23, 2022 | HTECX vs ARKVX | |
| Fidelity Select Tech Hardware Portfolio | 97 | Jul 28, 1985 | HTECX vs FDCPX | |
| Fidelity Select Semiconductors Portfolio | 94 | Jul 29, 1985 | HTECX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class Z | 93 | Oct 2, 2018 | HTECX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 92 | Dec 27, 2000 | HTECX vs FELIX |
Top Performing HTECX Alternatives (YTD)
HTECX alternatives from the Technology Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Firsthand Alternative Energy Fund | 9.56% | Oct 28, 2007 | HTECX vs ALTEX | |
| Fidelity Select Tech Hardware Portfolio | 9.40% | Jul 28, 1985 | HTECX vs FDCPX | |
| ARK Venture Fund | 6.04% | Sep 23, 2022 | HTECX vs ARKVX | |
| Columbia Seligman Premium Technology Growth Closed... | 4.31% | Nov 25, 2009 | HTECX vs STK | |
| Rydex Electronics Fund | 1.62% | Mar 31, 1998 | HTECX vs RYSIX |
Lowest Volatility Alternatives to HTECX
HTECX alternatives from the Technology Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.62% | Nov 1, 1993 | HTECX vs GTTIX | |
| Towpath Technology Fund | 18.27% | Feb 2, 2021 | HTECX vs TOWTX | |
| ARK Venture Fund | 18.44% | Sep 23, 2022 | HTECX vs ARKVX | |
| Vanguard Communication Services Index Fund Admiral... | 20.09% | Mar 11, 2005 | HTECX vs VTCAX | |
| Nationwide NYSE Arca Tech 100 Index Fund | 22.50% | Jun 9, 1996 | HTECX vs NWJCX |
Lowest Drawdown Alternatives to HTECX
HTECX alternatives from the Technology Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| ARK Venture Fund | -8.14% | Sep 23, 2022 | HTECX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.45% | Nov 1, 1993 | HTECX vs GTTIX | |
| Towpath Technology Fund | -11.62% | Feb 2, 2021 | HTECX vs TOWTX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -12.75% | Jun 9, 1996 | HTECX vs NWJCX | |
| Black Oak Emerging Technology Fund | -12.77% | Dec 28, 2000 | HTECX vs BOGSX |
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 | HTECX vs HFMDX | |
| Hennessy Cornerstone Growth Fund | Small Cap Blend Equities | 24 | 0.00% | Nov 1, 1996 | HTECX vs HFCGX | |
| Hennessy Japan Fund | Japan Equities | 25 | -1.56% | Oct 30, 2003 | HTECX vs HJPNX | |
| Hennessy Midstream Fund | Energy Equities | 16 | 17.65% | Dec 30, 2013 | HTECX vs HMSIX | |
| Hennessy Focus Fund | Mid Cap Growth Equities | 42 | -5.05% | Jan 3, 1997 | HTECX vs HFCSX | |
| Hennessy Gas Utility Fund | Utilities Equities | 77 | 14.24% | May 9, 1989 | HTECX vs GASFX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 75 | 8.31% | Nov 1, 1996 | HTECX vs HFCVX | |
| Hennessy Japan Small Cap Fund | Japan Equities | 73 | 0.77% | Aug 30, 2007 | HTECX vs HJPSX | |
| Hennessy Cornerstone Large Cap Growth Fund | Large Cap Value Equities | 36 | 3.18% | Mar 20, 2009 | HTECX vs HFLGX | |
| Hennessy Balanced Fund | Diversified Portfolio | 73 | 3.41% | Mar 7, 1996 | HTECX vs HBFBX |
Often Compared With HTECX
What investors most often compare with HTECX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street Technology Select Sector SPDR ETF | Technology Equities | 69 | -7.57% | Dec 16, 1998 | HTECX vs XLK | |
| Hennessy Energy Transition Fund | Energy Equities | 83 | 31.39% | Dec 30, 2013 | HTECX vs HNRIX |
Compare HTECX with Any Fund or Stock
Compare HTECX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.