GABSX vs. HFCGX
Compare and contrast key facts about Gabelli Small Cap Growth Fund (GABSX) and Hennessy Cornerstone Growth Fund (HFCGX).
GABSX is managed by Gabelli. It was launched on Oct 22, 1991. HFCGX is managed by Hennessy. It was launched on Nov 1, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GABSX or HFCGX.
Correlation
The correlation between GABSX and HFCGX is 0.86, 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
GABSX vs. HFCGX - Performance Comparison
Key characteristics
GABSX:
0.35
HFCGX:
0.41
GABSX:
0.59
HFCGX:
0.68
GABSX:
1.08
HFCGX:
1.10
GABSX:
0.21
HFCGX:
0.52
GABSX:
1.39
HFCGX:
1.28
GABSX:
4.50%
HFCGX:
8.02%
GABSX:
18.05%
HFCGX:
24.93%
GABSX:
-57.24%
HFCGX:
-71.42%
GABSX:
-26.05%
HFCGX:
-16.34%
Returns By Period
In the year-to-date period, GABSX achieves a 2.93% return, which is significantly lower than HFCGX's 3.49% return. Over the past 10 years, GABSX has underperformed HFCGX with an annualized return of -1.01%, while HFCGX has yielded a comparatively higher 5.37% annualized return.
GABSX
2.93%
1.64%
-0.13%
3.16%
-1.37%
-1.01%
HFCGX
3.49%
-0.18%
-5.23%
3.10%
10.02%
5.37%
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GABSX vs. HFCGX - Expense Ratio Comparison
GABSX has a 1.38% expense ratio, which is higher than HFCGX's 1.34% expense ratio.
Risk-Adjusted Performance
GABSX vs. HFCGX — Risk-Adjusted Performance Rank
GABSX
HFCGX
GABSX vs. HFCGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gabelli Small Cap Growth Fund (GABSX) 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.
Dividends
GABSX vs. HFCGX - Dividend Comparison
GABSX's dividend yield for the trailing twelve months is around 0.01%, less than HFCGX's 0.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
GABSX Gabelli Small Cap Growth Fund | 0.01% | 0.01% | 0.19% | 0.01% | 0.10% | 0.00% | 0.15% | 0.19% | 0.00% | 0.00% | 0.00% |
HFCGX Hennessy Cornerstone Growth Fund | 0.12% | 0.13% | 0.38% | 1.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% |
Drawdowns
GABSX vs. HFCGX - Drawdown Comparison
The maximum GABSX drawdown since its inception was -57.24%, smaller than the maximum HFCGX drawdown of -71.42%. Use the drawdown chart below to compare losses from any high point for GABSX and HFCGX. For additional features, visit the drawdowns tool.
Volatility
GABSX vs. HFCGX - Volatility Comparison
The current volatility for Gabelli Small Cap Growth Fund (GABSX) is 3.54%, while Hennessy Cornerstone Growth Fund (HFCGX) has a volatility of 6.03%. This indicates that GABSX experiences smaller price fluctuations and is considered to be less risky than HFCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.