HFCGX vs. FSCEX
Compare and contrast key facts about Hennessy Cornerstone Growth Fund (HFCGX) and Fidelity Advisor Small Cap Fund Class C (FSCEX).
HFCGX is managed by Hennessy. It was launched on Nov 1, 1996. FSCEX is managed by Fidelity. It was launched on Sep 9, 1998.
Performance
HFCGX vs. FSCEX - Performance Comparison
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HFCGX vs. FSCEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HFCGX Hennessy Cornerstone Growth Fund | 0.00% | 4.78% | 31.45% | 19.58% | -4.97% | 29.94% | 17.73% | 20.70% | -21.39% | 16.60% |
FSCEX Fidelity Advisor Small Cap Fund Class C | 0.43% | 11.04% | -11.92% | 17.31% | -21.33% | 30.13% | 16.12% | 31.37% | -16.86% | 12.93% |
Returns By Period
Over the past 10 years, HFCGX has outperformed FSCEX with an annualized return of 11.11%, while FSCEX has yielded a comparatively lower 6.41% annualized return.
HFCGX
- 1D
- -0.09%
- 1M
- -5.76%
- YTD
- 0.00%
- 6M
- 1.12%
- 1Y
- 10.21%
- 3Y*
- 18.75%
- 5Y*
- 11.60%
- 10Y*
- 11.11%
FSCEX
- 1D
- -1.75%
- 1M
- -7.93%
- YTD
- 0.43%
- 6M
- 3.68%
- 1Y
- 21.77%
- 3Y*
- 3.18%
- 5Y*
- 0.65%
- 10Y*
- 6.41%
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HFCGX vs. FSCEX - Expense Ratio Comparison
HFCGX has a 1.34% expense ratio, which is lower than FSCEX's 2.04% expense ratio.
Return for Risk
HFCGX vs. FSCEX — Risk / Return Rank
HFCGX
FSCEX
HFCGX vs. FSCEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hennessy Cornerstone Growth Fund (HFCGX) and Fidelity Advisor Small Cap Fund Class C (FSCEX). 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.
| HFCGX | FSCEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.99 | -0.42 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.51 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.20 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 1.40 | -0.78 |
Martin ratioReturn relative to average drawdown | 2.65 | 5.96 | -3.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HFCGX | FSCEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.99 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.03 | +0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.29 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.37 | 0.00 |
Correlation
The correlation between HFCGX and FSCEX 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.
Dividends
HFCGX vs. FSCEX - Dividend Comparison
HFCGX has not paid dividends to shareholders, while FSCEX's dividend yield for the trailing twelve months is around 3.56%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HFCGX Hennessy Cornerstone Growth Fund | 0.00% | 0.00% | 14.11% | 0.38% | 3.58% | 26.58% | 0.00% | 0.00% | 10.47% | 0.00% | 0.00% | 0.11% |
FSCEX Fidelity Advisor Small Cap Fund Class C | 3.56% | 3.58% | 0.00% | 2.23% | 8.66% | 16.35% | 3.97% | 5.72% | 20.54% | 18.60% | 2.60% | 10.50% |
Drawdowns
HFCGX vs. FSCEX - Drawdown Comparison
The maximum HFCGX drawdown since its inception was -62.35%, which is greater than FSCEX's maximum drawdown of -51.02%. Use the drawdown chart below to compare losses from any high point for HFCGX and FSCEX.
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Drawdown Indicators
| HFCGX | FSCEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.35% | -51.02% | -11.33% |
Max Drawdown (1Y)Largest decline over 1 year | -13.38% | -13.79% | +0.41% |
Max Drawdown (5Y)Largest decline over 5 years | -26.30% | -41.37% | +15.07% |
Max Drawdown (10Y)Largest decline over 10 years | -54.22% | -41.37% | -12.85% |
Current DrawdownCurrent decline from peak | -6.56% | -19.11% | +12.55% |
Average DrawdownAverage peak-to-trough decline | -15.32% | -12.73% | -2.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 3.23% | -0.12% |
Volatility
HFCGX vs. FSCEX - Volatility Comparison
The current volatility for Hennessy Cornerstone Growth Fund (HFCGX) is 4.72%, while Fidelity Advisor Small Cap Fund Class C (FSCEX) has a volatility of 6.46%. This indicates that HFCGX experiences smaller price fluctuations and is considered to be less risky than FSCEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HFCGX | FSCEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 6.46% | -1.74% |
Volatility (6M)Calculated over the trailing 6-month period | 9.12% | 12.63% | -3.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.55% | 21.95% | -3.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.53% | 23.18% | +1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.79% | 22.47% | +3.32% |