HFCGX vs. GABSX

In the year-to-date period, HFCGX achieves a -6.91% return, which is significantly higher than GABSX's -8.32% return. Over the past 10 years, HFCGX has outperformed GABSX with an annualized return of 4.29%, while GABSX has yielded a comparatively lower -2.46% annualized return.

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HFCGX has a 1.34% expense ratio, which is lower than GABSX's 1.38% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hennessy Cornerstone Growth Fund (HFCGX) and Gabelli Small Cap Growth Fund (GABSX). 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 -0.21, which is higher than the GABSX Sharpe Ratio of -0.33. The chart below compares the historical Sharpe Ratios of HFCGX and GABSX, 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%, more than GABSX's 0.01% yield.

The maximum HFCGX drawdown since its inception was -71.42%, which is greater than GABSX's maximum drawdown of -57.24%. Use the drawdown chart below to compare losses from any high point for HFCGX and GABSX. For additional features, visit the drawdowns tool.

Hennessy Cornerstone Growth Fund (HFCGX) has a higher volatility of 14.24% compared to Gabelli Small Cap Growth Fund (GABSX) at 13.04%. This indicates that HFCGX's price experiences larger fluctuations and is considered to be riskier than GABSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.