FCPGX vs. HFMDX

In the year-to-date period, FCPGX achieves a -12.37% return, which is significantly higher than HFMDX's -13.46% return. Over the past 10 years, FCPGX has outperformed HFMDX with an annualized return of 4.34%, while HFMDX has yielded a comparatively lower 0.02% annualized return.

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FCPGX has a 1.00% expense ratio, which is lower than HFMDX's 1.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Growth Fund (FCPGX) 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 FCPGX Sharpe Ratio is 0.01, which is higher than the HFMDX Sharpe Ratio of -0.38. The chart below compares the historical Sharpe Ratios of FCPGX 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.

FCPGX's dividend yield for the trailing twelve months is around 1.09%, more than HFMDX's 0.23% yield.

The maximum FCPGX drawdown since its inception was -59.11%, smaller than the maximum HFMDX drawdown of -71.75%. Use the drawdown chart below to compare losses from any high point for FCPGX and HFMDX. For additional features, visit the drawdowns tool.

Fidelity Small Cap Growth Fund (FCPGX) has a higher volatility of 15.29% compared to Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) at 14.20%. This indicates that FCPGX'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.