HFLGX vs. FGINX
Compare and contrast key facts about Hennessy Cornerstone Large Cap Growth Fund (HFLGX) and Delaware Growth and Income Fund (FGINX).
HFLGX is managed by Hennessy. It was launched on Mar 20, 2009. FGINX is managed by Delaware Funds. It was launched on Oct 4, 1993.
Performance
HFLGX vs. FGINX - Performance Comparison
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HFLGX vs. FGINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HFLGX Hennessy Cornerstone Large Cap Growth Fund | 4.24% | 7.40% | 4.38% | 21.74% | -13.23% | 34.89% | 5.49% | 27.53% | -9.58% | 17.10% |
FGINX Delaware Growth and Income Fund | 4.63% | 29.78% | 15.13% | 11.98% | 3.03% | 21.37% | -0.08% | 25.64% | -10.27% | 18.08% |
Returns By Period
In the year-to-date period, HFLGX achieves a 4.24% return, which is significantly lower than FGINX's 4.63% return. Over the past 10 years, HFLGX has underperformed FGINX with an annualized return of 10.58%, while FGINX has yielded a comparatively higher 12.18% annualized return.
HFLGX
- 1D
- 1.03%
- 1M
- -5.68%
- YTD
- 4.24%
- 6M
- 3.95%
- 1Y
- 12.77%
- 3Y*
- 10.90%
- 5Y*
- 6.74%
- 10Y*
- 10.58%
FGINX
- 1D
- 2.03%
- 1M
- -4.23%
- YTD
- 4.63%
- 6M
- 13.55%
- 1Y
- 29.67%
- 3Y*
- 21.87%
- 5Y*
- 14.90%
- 10Y*
- 12.18%
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HFLGX vs. FGINX - Expense Ratio Comparison
HFLGX has a 1.29% expense ratio, which is higher than FGINX's 1.02% expense ratio.
Return for Risk
HFLGX vs. FGINX — Risk / Return Rank
HFLGX
FGINX
HFLGX vs. FGINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hennessy Cornerstone Large Cap Growth Fund (HFLGX) and Delaware Growth and Income Fund (FGINX). 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.
| HFLGX | FGINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.84 | -1.04 |
Sortino ratioReturn per unit of downside risk | 1.24 | 2.47 | -1.23 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.38 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 2.55 | -1.40 |
Martin ratioReturn relative to average drawdown | 4.94 | 10.90 | -5.96 |
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
| HFLGX | FGINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.84 | -1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 1.01 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.72 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.53 | +0.21 |
Correlation
The correlation between HFLGX and FGINX is 0.89, 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
HFLGX vs. FGINX - Dividend Comparison
HFLGX's dividend yield for the trailing twelve months is around 5.82%, less than FGINX's 10.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HFLGX Hennessy Cornerstone Large Cap Growth Fund | 5.82% | 6.07% | 4.44% | 3.74% | 19.36% | 14.30% | 5.26% | 2.43% | 26.78% | 4.11% | 7.15% | 30.08% |
FGINX Delaware Growth and Income Fund | 10.86% | 11.28% | 12.40% | 7.11% | 7.04% | 11.97% | 6.59% | 51.75% | 25.36% | 5.13% | 4.12% | 5.66% |
Drawdowns
HFLGX vs. FGINX - Drawdown Comparison
The maximum HFLGX drawdown since its inception was -38.90%, smaller than the maximum FGINX drawdown of -54.80%. Use the drawdown chart below to compare losses from any high point for HFLGX and FGINX.
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Drawdown Indicators
| HFLGX | FGINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.90% | -54.80% | +15.90% |
Max Drawdown (1Y)Largest decline over 1 year | -12.01% | -11.56% | -0.45% |
Max Drawdown (5Y)Largest decline over 5 years | -25.67% | -16.21% | -9.46% |
Max Drawdown (10Y)Largest decline over 10 years | -38.90% | -37.37% | -1.53% |
Current DrawdownCurrent decline from peak | -5.90% | -5.46% | -0.44% |
Average DrawdownAverage peak-to-trough decline | -4.90% | -9.74% | +4.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 2.70% | +0.09% |
Volatility
HFLGX vs. FGINX - Volatility Comparison
The current volatility for Hennessy Cornerstone Large Cap Growth Fund (HFLGX) is 3.39%, while Delaware Growth and Income Fund (FGINX) has a volatility of 4.24%. This indicates that HFLGX experiences smaller price fluctuations and is considered to be less risky than FGINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HFLGX | FGINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.39% | 4.24% | -0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 8.62% | 9.01% | -0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.18% | 16.22% | -0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 14.88% | +2.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.88% | 17.04% | +1.84% |