HFCGX vs. FSSZX
Compare and contrast key facts about Hennessy Cornerstone Growth Fund (HFCGX) and Fidelity Advisor Stock Selector Small Cap Fund Class Z (FSSZX).
HFCGX is managed by Hennessy. It was launched on Nov 1, 1996. FSSZX is managed by Fidelity. It was launched on Feb 1, 2017.
Performance
HFCGX vs. FSSZX - Performance Comparison
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HFCGX vs. FSSZX - 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% | 17.00% |
FSSZX Fidelity Advisor Stock Selector Small Cap Fund Class Z | 0.42% | 14.49% | 14.62% | 19.60% | -18.17% | 24.90% | 21.91% | 30.62% | -8.79% | 9.74% |
Returns By Period
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%
FSSZX
- 1D
- -1.80%
- 1M
- -8.43%
- YTD
- 0.42%
- 6M
- 5.76%
- 1Y
- 26.47%
- 3Y*
- 14.62%
- 5Y*
- 7.43%
- 10Y*
- —
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HFCGX vs. FSSZX - Expense Ratio Comparison
HFCGX has a 1.34% expense ratio, which is higher than FSSZX's 0.79% expense ratio.
Return for Risk
HFCGX vs. FSSZX — Risk / Return Rank
HFCGX
FSSZX
HFCGX vs. FSSZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hennessy Cornerstone Growth Fund (HFCGX) and Fidelity Advisor Stock Selector Small Cap Fund Class Z (FSSZX). 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 | FSSZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 1.18 | -0.61 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.75 | -0.81 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.23 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 1.72 | -1.11 |
Martin ratioReturn relative to average drawdown | 2.65 | 7.36 | -4.71 |
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 | FSSZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 1.18 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.35 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.49 | -0.12 |
Correlation
The correlation between HFCGX and FSSZX 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. FSSZX - Dividend Comparison
HFCGX has not paid dividends to shareholders, while FSSZX's dividend yield for the trailing twelve months is around 0.83%.
| 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% |
FSSZX Fidelity Advisor Stock Selector Small Cap Fund Class Z | 0.83% | 0.84% | 2.93% | 0.35% | 0.15% | 10.95% | 1.40% | 2.29% | 22.58% | 10.60% | 0.00% | 0.00% |
Drawdowns
HFCGX vs. FSSZX - Drawdown Comparison
The maximum HFCGX drawdown since its inception was -62.35%, which is greater than FSSZX's maximum drawdown of -38.43%. Use the drawdown chart below to compare losses from any high point for HFCGX and FSSZX.
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Drawdown Indicators
| HFCGX | FSSZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.35% | -38.43% | -23.92% |
Max Drawdown (1Y)Largest decline over 1 year | -13.38% | -13.84% | +0.46% |
Max Drawdown (5Y)Largest decline over 5 years | -26.30% | -30.51% | +4.21% |
Max Drawdown (10Y)Largest decline over 10 years | -54.22% | — | — |
Current DrawdownCurrent decline from peak | -6.56% | -9.83% | +3.27% |
Average DrawdownAverage peak-to-trough decline | -15.32% | -8.24% | -7.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 3.24% | -0.13% |
Volatility
HFCGX vs. FSSZX - Volatility Comparison
The current volatility for Hennessy Cornerstone Growth Fund (HFCGX) is 4.72%, while Fidelity Advisor Stock Selector Small Cap Fund Class Z (FSSZX) has a volatility of 6.91%. This indicates that HFCGX experiences smaller price fluctuations and is considered to be less risky than FSSZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HFCGX | FSSZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 6.91% | -2.19% |
Volatility (6M)Calculated over the trailing 6-month period | 9.12% | 13.00% | -3.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.55% | 22.18% | -3.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.53% | 21.55% | +2.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.79% | 22.35% | +3.44% |