HFCGX vs. SWSSX
Compare and contrast key facts about Hennessy Cornerstone Growth Fund (HFCGX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
HFCGX is managed by Hennessy. It was launched on Nov 1, 1996. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Performance
HFCGX vs. SWSSX - Performance Comparison
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HFCGX vs. SWSSX - 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% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | -2.49% | 12.88% | 11.57% | 17.07% | -20.43% | 14.77% | 20.12% | 25.63% | -11.19% | 14.76% |
Returns By Period
Over the past 10 years, HFCGX has outperformed SWSSX with an annualized return of 11.11%, while SWSSX has yielded a comparatively lower 9.50% 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%
SWSSX
- 1D
- -1.45%
- 1M
- -8.18%
- YTD
- -2.49%
- 6M
- -0.36%
- 1Y
- 21.55%
- 3Y*
- 11.83%
- 5Y*
- 3.10%
- 10Y*
- 9.50%
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HFCGX vs. SWSSX - Expense Ratio Comparison
HFCGX has a 1.34% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Return for Risk
HFCGX vs. SWSSX — Risk / Return Rank
HFCGX
SWSSX
HFCGX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hennessy Cornerstone Growth Fund (HFCGX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). 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 | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.91 | -0.34 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.40 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.18 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 1.33 | -0.71 |
Martin ratioReturn relative to average drawdown | 2.65 | 5.02 | -2.37 |
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 | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.91 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.14 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.40 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.33 | +0.04 |
Correlation
The correlation between HFCGX and SWSSX is 0.87, 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. SWSSX - Dividend Comparison
HFCGX has not paid dividends to shareholders, while SWSSX's dividend yield for the trailing twelve months is around 1.32%.
| 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% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.32% | 1.29% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% |
Drawdowns
HFCGX vs. SWSSX - Drawdown Comparison
The maximum HFCGX drawdown since its inception was -62.35%, roughly equal to the maximum SWSSX drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for HFCGX and SWSSX.
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Drawdown Indicators
| HFCGX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.35% | -60.34% | -2.01% |
Max Drawdown (1Y)Largest decline over 1 year | -13.38% | -13.90% | +0.52% |
Max Drawdown (5Y)Largest decline over 5 years | -26.30% | -31.93% | +5.63% |
Max Drawdown (10Y)Largest decline over 10 years | -54.22% | -41.81% | -12.41% |
Current DrawdownCurrent decline from peak | -6.56% | -11.00% | +4.44% |
Average DrawdownAverage peak-to-trough decline | -15.32% | -10.78% | -4.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 3.68% | -0.57% |
Volatility
HFCGX vs. SWSSX - Volatility Comparison
The current volatility for Hennessy Cornerstone Growth Fund (HFCGX) is 4.72%, while Schwab Small-Cap Index Fund-Select Shares (SWSSX) has a volatility of 6.59%. This indicates that HFCGX experiences smaller price fluctuations and is considered to be less risky than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HFCGX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 6.59% | -1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 9.12% | 14.12% | -5.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.55% | 23.11% | -4.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.53% | 22.57% | +1.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.79% | 24.03% | +1.76% |