HFMDX vs. GWSAX
Compare and contrast key facts about Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) and Gabelli Focused Growth and Income Fund (GWSAX).
HFMDX is managed by Hennessy. It was launched on Sep 17, 2003. GWSAX is managed by Gabelli. It was launched on Dec 31, 2002.
Performance
HFMDX vs. GWSAX - Performance Comparison
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HFMDX vs. GWSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HFMDX Hennessy Cornerstone Mid Cap 30 Fund | -1.39% | 2.68% | 34.13% | 30.83% | 2.72% | 27.23% | 23.37% | 15.76% | -23.52% | 20.71% |
GWSAX Gabelli Focused Growth and Income Fund | 5.40% | 2.11% | 13.19% | 11.90% | -13.71% | 27.12% | 8.69% | 26.78% | -25.30% | 17.07% |
Returns By Period
In the year-to-date period, HFMDX achieves a -1.39% return, which is significantly lower than GWSAX's 5.40% return. Over the past 10 years, HFMDX has outperformed GWSAX with an annualized return of 12.05%, while GWSAX has yielded a comparatively lower 6.03% annualized return.
HFMDX
- 1D
- 3.56%
- 1M
- -6.47%
- YTD
- -1.39%
- 6M
- -0.77%
- 1Y
- 11.96%
- 3Y*
- 17.64%
- 5Y*
- 12.98%
- 10Y*
- 12.05%
GWSAX
- 1D
- 0.23%
- 1M
- -3.16%
- YTD
- 5.40%
- 6M
- 5.61%
- 1Y
- 6.01%
- 3Y*
- 10.39%
- 5Y*
- 6.14%
- 10Y*
- 6.03%
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HFMDX vs. GWSAX - Expense Ratio Comparison
HFMDX has a 1.36% expense ratio, which is higher than GWSAX's 1.25% expense ratio.
Return for Risk
HFMDX vs. GWSAX — Risk / Return Rank
HFMDX
GWSAX
HFMDX vs. GWSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) and Gabelli Focused Growth and Income Fund (GWSAX). 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.
| HFMDX | GWSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | 0.36 | +0.15 |
Sortino ratioReturn per unit of downside risk | 0.86 | 0.56 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.09 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.84 | 0.33 | +0.51 |
Martin ratioReturn relative to average drawdown | 2.72 | 1.09 | +1.63 |
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
| HFMDX | GWSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 0.36 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.40 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.30 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.34 | +0.07 |
Correlation
The correlation between HFMDX and GWSAX is 0.78, 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
HFMDX vs. GWSAX - Dividend Comparison
HFMDX's dividend yield for the trailing twelve months is around 0.73%, less than GWSAX's 4.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HFMDX Hennessy Cornerstone Mid Cap 30 Fund | 0.73% | 0.72% | 18.84% | 9.61% | 21.66% | 1.73% | 0.00% | 0.00% | 40.95% | 18.56% | 0.64% | 0.91% |
GWSAX Gabelli Focused Growth and Income Fund | 4.95% | 5.11% | 4.39% | 4.57% | 5.00% | 3.90% | 0.00% | 0.00% | 0.09% | 0.49% | 1.16% | 0.00% |
Drawdowns
HFMDX vs. GWSAX - Drawdown Comparison
The maximum HFMDX drawdown since its inception was -61.25%, which is greater than GWSAX's maximum drawdown of -55.75%. Use the drawdown chart below to compare losses from any high point for HFMDX and GWSAX.
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Drawdown Indicators
| HFMDX | GWSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.25% | -55.75% | -5.50% |
Max Drawdown (1Y)Largest decline over 1 year | -14.22% | -13.17% | -1.05% |
Max Drawdown (5Y)Largest decline over 5 years | -27.76% | -18.91% | -8.85% |
Max Drawdown (10Y)Largest decline over 10 years | -56.14% | -50.67% | -5.47% |
Current DrawdownCurrent decline from peak | -9.56% | -3.37% | -6.19% |
Average DrawdownAverage peak-to-trough decline | -12.33% | -9.31% | -3.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.37% | 3.94% | +0.43% |
Volatility
HFMDX vs. GWSAX - Volatility Comparison
Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) has a higher volatility of 8.36% compared to Gabelli Focused Growth and Income Fund (GWSAX) at 3.03%. This indicates that HFMDX's price experiences larger fluctuations and is considered to be riskier than GWSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HFMDX | GWSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.36% | 3.03% | +5.33% |
Volatility (6M)Calculated over the trailing 6-month period | 16.56% | 7.12% | +9.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.12% | 16.07% | +9.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.35% | 15.43% | +7.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.01% | 20.06% | +4.95% |