HFCGX vs. FTQGX

In the year-to-date period, HFCGX achieves a -6.53% return, which is significantly higher than FTQGX's -14.24% return. Over the past 10 years, HFCGX has underperformed FTQGX with an annualized return of 4.43%, while FTQGX has yielded a comparatively higher 6.31% annualized return.

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HFCGX has a 1.34% expense ratio, which is higher than FTQGX's 0.86% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hennessy Cornerstone Growth Fund (HFCGX) and Fidelity Focused Stock Fund (FTQGX). 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 HFCGX Sharpe Ratio is -0.28, which is comparable to the FTQGX Sharpe Ratio of -0.33. The chart below compares the historical Sharpe Ratios of HFCGX and FTQGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HFCGX's dividend yield for the trailing twelve months is around 0.13%, less than FTQGX's 0.43% yield.

The maximum HFCGX drawdown since its inception was -71.42%, which is greater than FTQGX's maximum drawdown of -61.00%. Use the drawdown chart below to compare losses from any high point for HFCGX and FTQGX. For additional features, visit the drawdowns tool.

The current volatility for Hennessy Cornerstone Growth Fund (HFCGX) is 14.21%, while Fidelity Focused Stock Fund (FTQGX) has a volatility of 15.47%. This indicates that HFCGX experiences smaller price fluctuations and is considered to be less risky than FTQGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.