HFLGX vs. SWLVX
Compare and contrast key facts about Hennessy Cornerstone Large Cap Growth Fund (HFLGX) and Schwab U.S. Large-Cap Value Index Fund (SWLVX).
HFLGX is managed by Hennessy. It was launched on Mar 20, 2009. SWLVX is managed by Charles Schwab. It was launched on Dec 20, 2017.
Performance
HFLGX vs. SWLVX - Performance Comparison
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HFLGX vs. SWLVX - 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% | -0.19% |
SWLVX Schwab U.S. Large-Cap Value Index Fund | 2.09% | 15.87% | 14.36% | 11.45% | -7.61% | 25.15% | 2.64% | 26.49% | -8.39% | 0.30% |
Returns By Period
In the year-to-date period, HFLGX achieves a 4.24% return, which is significantly higher than SWLVX's 2.09% 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%
SWLVX
- 1D
- 2.15%
- 1M
- -4.65%
- YTD
- 2.09%
- 6M
- 5.83%
- 1Y
- 15.94%
- 3Y*
- 14.29%
- 5Y*
- 9.20%
- 10Y*
- —
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HFLGX vs. SWLVX - Expense Ratio Comparison
HFLGX has a 1.29% expense ratio, which is higher than SWLVX's 0.04% expense ratio.
Return for Risk
HFLGX vs. SWLVX — Risk / Return Rank
HFLGX
SWLVX
HFLGX vs. SWLVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hennessy Cornerstone Large Cap Growth Fund (HFLGX) and Schwab U.S. Large-Cap Value Index Fund (SWLVX). 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 | SWLVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.01 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.47 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.22 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 1.44 | -0.29 |
Martin ratioReturn relative to average drawdown | 4.94 | 6.76 | -1.82 |
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 | SWLVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.01 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.62 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.50 | +0.24 |
Correlation
The correlation between HFLGX and SWLVX is 0.91, 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. SWLVX - Dividend Comparison
HFLGX's dividend yield for the trailing twelve months is around 5.82%, more than SWLVX's 1.98% 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% |
SWLVX Schwab U.S. Large-Cap Value Index Fund | 1.98% | 2.02% | 2.75% | 2.56% | 2.29% | 4.86% | 2.00% | 4.35% | 1.87% | 0.00% | 0.00% | 0.00% |
Drawdowns
HFLGX vs. SWLVX - Drawdown Comparison
The maximum HFLGX drawdown since its inception was -38.90%, roughly equal to the maximum SWLVX drawdown of -38.34%. Use the drawdown chart below to compare losses from any high point for HFLGX and SWLVX.
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Drawdown Indicators
| HFLGX | SWLVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.90% | -38.34% | -0.56% |
Max Drawdown (1Y)Largest decline over 1 year | -12.01% | -11.82% | -0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -25.67% | -19.05% | -6.62% |
Max Drawdown (10Y)Largest decline over 10 years | -38.90% | — | — |
Current DrawdownCurrent decline from peak | -5.90% | -4.82% | -1.08% |
Average DrawdownAverage peak-to-trough decline | -4.90% | -4.93% | +0.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 2.51% | +0.28% |
Volatility
HFLGX vs. SWLVX - Volatility Comparison
The current volatility for Hennessy Cornerstone Large Cap Growth Fund (HFLGX) is 3.39%, while Schwab U.S. Large-Cap Value Index Fund (SWLVX) has a volatility of 4.47%. This indicates that HFLGX experiences smaller price fluctuations and is considered to be less risky than SWLVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HFLGX | SWLVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.39% | 4.47% | -1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 8.62% | 8.30% | +0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.18% | 15.74% | +0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 14.85% | +2.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.88% | 18.67% | +0.21% |