HFCGX vs. TRLGX

In the year-to-date period, HFCGX achieves a 3.58% return, which is significantly lower than TRLGX's 4.05% return. Over the past 10 years, HFCGX has underperformed TRLGX with an annualized return of 5.19%, while TRLGX has yielded a comparatively higher 11.47% annualized return.

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HFCGX has a 1.34% expense ratio, which is higher than TRLGX's 0.55% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hennessy Cornerstone Growth Fund (HFCGX) and T. Rowe Price Large-Cap Growth Fund (TRLGX). 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 lower than the TRLGX Sharpe Ratio of 1.12. The chart below compares the historical Sharpe Ratios of HFCGX and TRLGX, 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 0.12%, while TRLGX has not paid dividends to shareholders.

The maximum HFCGX drawdown since its inception was -71.42%, which is greater than TRLGX's maximum drawdown of -56.16%. Use the drawdown chart below to compare losses from any high point for HFCGX and TRLGX. For additional features, visit the drawdowns tool.

Hennessy Cornerstone Growth Fund (HFCGX) has a higher volatility of 6.03% compared to T. Rowe Price Large-Cap Growth Fund (TRLGX) at 4.19%. This indicates that HFCGX's price experiences larger fluctuations and is considered to be riskier than TRLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.