DVSMX vs. HFMDX

In the year-to-date period, DVSMX achieves a 28.12% return, which is significantly higher than HFMDX's 16.25% return.

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DVSMX has a 0.99% expense ratio, which is lower than HFMDX's 1.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Driehaus Small Cap Growth Fund (DVSMX) and Hennessy Cornerstone Mid Cap 30 Fund (HFMDX). 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.

The current DVSMX Sharpe Ratio is 1.31, which is higher than the HFMDX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of DVSMX and HFMDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither DVSMX nor HFMDX has paid dividends to shareholders.

The maximum DVSMX drawdown since its inception was -53.84%, smaller than the maximum HFMDX drawdown of -71.75%. Use the drawdown chart below to compare losses from any high point for DVSMX and HFMDX. For additional features, visit the drawdowns tool.

The current volatility for Driehaus Small Cap Growth Fund (DVSMX) is 7.44%, while Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) has a volatility of 17.47%. This indicates that DVSMX experiences smaller price fluctuations and is considered to be less risky than HFMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.