DVSMX vs. HFMDX
Compare and contrast key facts about Driehaus Small Cap Growth Fund (DVSMX) and Hennessy Cornerstone Mid Cap 30 Fund (HFMDX).
DVSMX is managed by Driehaus. It was launched on Aug 21, 2017. HFMDX is managed by Hennessy. It was launched on Sep 17, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DVSMX or HFMDX.
Correlation
The correlation between DVSMX and HFMDX is 0.76, 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.
Performance
DVSMX vs. HFMDX - Performance Comparison
Key characteristics
DVSMX:
1.29
HFMDX:
0.85
DVSMX:
1.81
HFMDX:
1.12
DVSMX:
1.22
HFMDX:
1.19
DVSMX:
0.72
HFMDX:
0.95
DVSMX:
6.22
HFMDX:
2.81
DVSMX:
4.69%
HFMDX:
7.63%
DVSMX:
22.70%
HFMDX:
25.33%
DVSMX:
-53.84%
HFMDX:
-71.75%
DVSMX:
-22.36%
HFMDX:
-18.37%
Returns By Period
In the year-to-date period, DVSMX achieves a 5.19% return, which is significantly higher than HFMDX's 4.56% return.
DVSMX
5.19%
1.82%
12.20%
29.64%
9.36%
N/A
HFMDX
4.56%
1.48%
-4.89%
20.00%
13.28%
2.76%
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DVSMX vs. HFMDX - Expense Ratio Comparison
DVSMX has a 0.99% expense ratio, which is lower than HFMDX's 1.36% expense ratio.
Risk-Adjusted Performance
DVSMX vs. HFMDX — Risk-Adjusted Performance Rank
DVSMX
HFMDX
DVSMX vs. HFMDX - Risk-Adjusted Performance Comparison
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.
Dividends
DVSMX vs. HFMDX - Dividend Comparison
DVSMX's dividend yield for the trailing twelve months is around 1.03%, more than HFMDX's 0.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
DVSMX Driehaus Small Cap Growth Fund | 1.03% | 1.08% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HFMDX Hennessy Cornerstone Mid Cap 30 Fund | 0.19% | 0.19% | 0.00% | 0.00% | 1.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.14% |
Drawdowns
DVSMX vs. HFMDX - Drawdown Comparison
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.
Volatility
DVSMX vs. HFMDX - Volatility Comparison
Driehaus Small Cap Growth Fund (DVSMX) has a higher volatility of 5.72% compared to Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) at 4.21%. This indicates that DVSMX's price experiences larger fluctuations and is considered to be riskier than HFMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.