HFCGX vs. FTHNX
Compare and contrast key facts about Hennessy Cornerstone Growth Fund (HFCGX) and Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX).
HFCGX is managed by Hennessy. It was launched on Nov 1, 1996. FTHNX is managed by Fuller & Thaler Asset Mgmt. It was launched on Sep 8, 2011.
Performance
HFCGX vs. FTHNX - Performance Comparison
Loading graphics...
HFCGX vs. FTHNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HFCGX Hennessy Cornerstone Growth Fund | 1.53% | 4.78% | 31.45% | 19.58% | -4.97% | 29.94% | 17.73% | 20.70% | -21.39% | 16.60% |
FTHNX Fuller & Thaler Behavioral Small-Cap Equity Fund | 0.58% | 11.69% | 15.81% | 22.18% | -7.73% | 30.44% | 10.05% | 27.74% | -13.45% | 17.25% |
Returns By Period
In the year-to-date period, HFCGX achieves a 1.53% return, which is significantly higher than FTHNX's 0.58% return. Over the past 10 years, HFCGX has underperformed FTHNX with an annualized return of 11.28%, while FTHNX has yielded a comparatively higher 13.10% annualized return.
HFCGX
- 1D
- 1.53%
- 1M
- -4.49%
- YTD
- 1.53%
- 6M
- 3.64%
- 1Y
- 10.87%
- 3Y*
- 19.36%
- 5Y*
- 11.46%
- 10Y*
- 11.28%
FTHNX
- 1D
- 2.44%
- 1M
- -5.62%
- YTD
- 0.58%
- 6M
- 1.72%
- 1Y
- 19.98%
- 3Y*
- 15.26%
- 5Y*
- 9.50%
- 10Y*
- 13.10%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HFCGX vs. FTHNX - Expense Ratio Comparison
HFCGX has a 1.34% expense ratio, which is higher than FTHNX's 1.03% expense ratio.
Return for Risk
HFCGX vs. FTHNX — Risk / Return Rank
HFCGX
FTHNX
HFCGX vs. FTHNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hennessy Cornerstone Growth Fund (HFCGX) and Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX). 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 | FTHNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 1.06 | -0.42 |
Sortino ratioReturn per unit of downside risk | 1.05 | 1.63 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.21 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 1.72 | -0.81 |
Martin ratioReturn relative to average drawdown | 3.90 | 6.65 | -2.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HFCGX | FTHNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 1.06 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.50 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.65 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.61 | -0.24 |
Correlation
The correlation between HFCGX and FTHNX is 0.85, 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. FTHNX - Dividend Comparison
HFCGX has not paid dividends to shareholders, while FTHNX's dividend yield for the trailing twelve months is around 0.28%.
| 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% |
FTHNX Fuller & Thaler Behavioral Small-Cap Equity Fund | 0.28% | 0.28% | 7.84% | 1.60% | 0.95% | 3.55% | 0.11% | 0.11% | 0.21% | 0.09% | 0.00% | 15.47% |
Drawdowns
HFCGX vs. FTHNX - Drawdown Comparison
The maximum HFCGX drawdown since its inception was -62.35%, which is greater than FTHNX's maximum drawdown of -37.78%. Use the drawdown chart below to compare losses from any high point for HFCGX and FTHNX.
Loading graphics...
Drawdown Indicators
| HFCGX | FTHNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.35% | -37.78% | -24.57% |
Max Drawdown (1Y)Largest decline over 1 year | -13.38% | -12.40% | -0.98% |
Max Drawdown (5Y)Largest decline over 5 years | -26.30% | -24.63% | -1.67% |
Max Drawdown (10Y)Largest decline over 10 years | -54.22% | -37.78% | -16.44% |
Current DrawdownCurrent decline from peak | -5.13% | -7.24% | +2.11% |
Average DrawdownAverage peak-to-trough decline | -15.32% | -5.77% | -9.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 3.21% | -0.08% |
Volatility
HFCGX vs. FTHNX - Volatility Comparison
The current volatility for Hennessy Cornerstone Growth Fund (HFCGX) is 5.03%, while Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) has a volatility of 5.74%. This indicates that HFCGX experiences smaller price fluctuations and is considered to be less risky than FTHNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HFCGX | FTHNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.03% | 5.74% | -0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 9.24% | 10.90% | -1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.58% | 19.72% | -1.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.54% | 18.93% | +5.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.79% | 20.10% | +5.69% |