CAMSX vs. HFCGX
Compare and contrast key facts about Cambiar Small Cap Fund (CAMSX) and Hennessy Cornerstone Growth Fund (HFCGX).
CAMSX is managed by Cambiar Funds. It was launched on Aug 31, 2004. HFCGX is managed by Hennessy. It was launched on Nov 1, 1996.
Performance
CAMSX vs. HFCGX - Performance Comparison
Loading graphics...
CAMSX vs. HFCGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAMSX Cambiar Small Cap Fund | 2.94% | 8.91% | 6.01% | 12.12% | -8.70% | 17.24% | 9.52% | 29.01% | -12.51% | 4.01% |
HFCGX Hennessy Cornerstone Growth Fund | 1.53% | 4.78% | 31.45% | 19.58% | -4.97% | 29.94% | 17.73% | 20.70% | -21.39% | 16.60% |
Returns By Period
In the year-to-date period, CAMSX achieves a 2.94% return, which is significantly higher than HFCGX's 1.53% return. Over the past 10 years, CAMSX has underperformed HFCGX with an annualized return of 7.95%, while HFCGX has yielded a comparatively higher 11.28% annualized return.
CAMSX
- 1D
- 1.67%
- 1M
- -6.58%
- YTD
- 2.94%
- 6M
- 4.22%
- 1Y
- 17.99%
- 3Y*
- 7.59%
- 5Y*
- 4.43%
- 10Y*
- 7.95%
HFCGX
- 1D
- 1.53%
- 1M
- -4.49%
- YTD
- 1.53%
- 6M
- 3.64%
- 1Y
- 10.87%
- 3Y*
- 19.36%
- 5Y*
- 11.46%
- 10Y*
- 11.28%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CAMSX vs. HFCGX - Expense Ratio Comparison
CAMSX has a 1.10% expense ratio, which is lower than HFCGX's 1.34% expense ratio.
Return for Risk
CAMSX vs. HFCGX — Risk / Return Rank
CAMSX
HFCGX
CAMSX vs. HFCGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cambiar Small Cap Fund (CAMSX) and Hennessy Cornerstone Growth Fund (HFCGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CAMSX | HFCGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.64 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.05 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.15 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 0.91 | +0.66 |
Martin ratioReturn relative to average drawdown | 5.04 | 3.90 | +1.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CAMSX | HFCGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.64 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.47 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.44 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.38 | +0.02 |
Correlation
The correlation between CAMSX and HFCGX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CAMSX vs. HFCGX - Dividend Comparison
CAMSX's dividend yield for the trailing twelve months is around 10.30%, while HFCGX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAMSX Cambiar Small Cap Fund | 10.30% | 10.60% | 3.52% | 1.35% | 0.48% | 32.84% | 0.34% | 4.82% | 24.24% | 4.61% | 0.00% | 8.66% |
HFCGX Hennessy Cornerstone Growth Fund | 0.00% | 0.00% | 14.11% | 0.38% | 3.58% | 26.58% | 0.00% | 0.00% | 10.47% | 0.00% | 0.00% | 0.11% |
Drawdowns
CAMSX vs. HFCGX - Drawdown Comparison
The maximum CAMSX drawdown since its inception was -58.43%, smaller than the maximum HFCGX drawdown of -62.35%. Use the drawdown chart below to compare losses from any high point for CAMSX and HFCGX.
Loading graphics...
Drawdown Indicators
| CAMSX | HFCGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.43% | -62.35% | +3.92% |
Max Drawdown (1Y)Largest decline over 1 year | -11.67% | -13.38% | +1.71% |
Max Drawdown (5Y)Largest decline over 5 years | -22.14% | -26.30% | +4.16% |
Max Drawdown (10Y)Largest decline over 10 years | -41.99% | -54.22% | +12.23% |
Current DrawdownCurrent decline from peak | -8.95% | -5.13% | -3.82% |
Average DrawdownAverage peak-to-trough decline | -8.90% | -15.32% | +6.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 3.13% | +0.51% |
Volatility
CAMSX vs. HFCGX - Volatility Comparison
Cambiar Small Cap Fund (CAMSX) has a higher volatility of 6.00% compared to Hennessy Cornerstone Growth Fund (HFCGX) at 5.03%. This indicates that CAMSX's price experiences larger fluctuations and is considered to be riskier than HFCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CAMSX | HFCGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 5.03% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 12.53% | 9.24% | +3.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.12% | 18.58% | +1.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.67% | 24.54% | -5.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.74% | 25.79% | -5.05% |