HFMDX vs. FCPGX

In the year-to-date period, HFMDX achieves a 38.78% return, which is significantly higher than FCPGX's 25.21% return. Over the past 10 years, HFMDX has underperformed FCPGX with an annualized return of 3.69%, while FCPGX has yielded a comparatively higher 7.65% annualized return.

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HFMDX has a 1.36% expense ratio, which is higher than FCPGX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) and Fidelity Small Cap Growth Fund (FCPGX). 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 HFMDX Sharpe Ratio is 1.59, which is comparable to the FCPGX Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of HFMDX and FCPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HFMDX has not paid dividends to shareholders, while FCPGX's dividend yield for the trailing twelve months is around 0.81%.

The maximum HFMDX drawdown since its inception was -71.75%, which is greater than FCPGX's maximum drawdown of -59.11%. Use the drawdown chart below to compare losses from any high point for HFMDX and FCPGX. For additional features, visit the drawdowns tool.

The current volatility for Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) is 4.87%, while Fidelity Small Cap Growth Fund (FCPGX) has a volatility of 6.55%. This indicates that HFMDX experiences smaller price fluctuations and is considered to be less risky than FCPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.