DFJ vs. HJPSX
Compare and contrast key facts about WisdomTree Japan SmallCap Dividend Fund (DFJ) and Hennessy Japan Small Cap Fund (HJPSX).
DFJ is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Japan SmallCap Dividend Index. It was launched on Jun 16, 2006. HJPSX is managed by Hennessy. It was launched on Aug 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFJ or HJPSX.
Correlation
The correlation between DFJ and HJPSX is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DFJ vs. HJPSX - Performance Comparison
Key characteristics
DFJ:
0.66
HJPSX:
0.63
DFJ:
1.00
HJPSX:
0.98
DFJ:
1.13
HJPSX:
1.13
DFJ:
0.92
HJPSX:
0.67
DFJ:
2.49
HJPSX:
2.56
DFJ:
4.68%
HJPSX:
4.73%
DFJ:
17.73%
HJPSX:
19.12%
DFJ:
-46.00%
HJPSX:
-47.91%
DFJ:
-0.70%
HJPSX:
-2.92%
Returns By Period
In the year-to-date period, DFJ achieves a 9.06% return, which is significantly higher than HJPSX's 7.28% return. Over the past 10 years, DFJ has underperformed HJPSX with an annualized return of 6.06%, while HJPSX has yielded a comparatively higher 6.49% annualized return.
DFJ
9.06%
1.31%
11.67%
11.37%
9.29%
6.06%
HJPSX
7.28%
2.45%
12.92%
11.97%
7.90%
6.49%
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DFJ vs. HJPSX - Expense Ratio Comparison
DFJ has a 0.58% expense ratio, which is lower than HJPSX's 1.57% expense ratio.
Risk-Adjusted Performance
DFJ vs. HJPSX — Risk-Adjusted Performance Rank
DFJ
HJPSX
DFJ vs. HJPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Japan SmallCap Dividend Fund (DFJ) and Hennessy Japan Small Cap Fund (HJPSX). 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.
Dividends
DFJ vs. HJPSX - Dividend Comparison
DFJ's dividend yield for the trailing twelve months is around 1.53%, more than HJPSX's 0.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFJ WisdomTree Japan SmallCap Dividend Fund | 1.53% | 2.46% | 2.43% | 2.62% | 2.07% | 2.59% | 2.24% | 1.89% | 1.60% | 1.76% | 1.23% | 1.63% |
HJPSX Hennessy Japan Small Cap Fund | 0.83% | 0.89% | 0.85% | 0.60% | 0.01% | 0.23% | 1.30% | 0.00% | 0.33% | 1.11% | 0.00% | 0.00% |
Drawdowns
DFJ vs. HJPSX - Drawdown Comparison
The maximum DFJ drawdown since its inception was -46.00%, roughly equal to the maximum HJPSX drawdown of -47.91%. Use the drawdown chart below to compare losses from any high point for DFJ and HJPSX. For additional features, visit the drawdowns tool.
Volatility
DFJ vs. HJPSX - Volatility Comparison
WisdomTree Japan SmallCap Dividend Fund (DFJ) and Hennessy Japan Small Cap Fund (HJPSX) have volatilities of 9.19% and 9.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.