HFMDX vs. OBMCX

In the year-to-date period, HFMDX achieves a 16.25% return, which is significantly lower than OBMCX's 23.48% return. Over the past 10 years, HFMDX has underperformed OBMCX with an annualized return of 2.16%, while OBMCX has yielded a comparatively higher 9.72% annualized return.

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HFMDX has a 1.36% expense ratio, which is lower than OBMCX's 1.48% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) and Oberweis Micro Cap Fund (OBMCX). 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 0.64, which is lower than the OBMCX Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of HFMDX and OBMCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither HFMDX nor OBMCX has paid dividends to shareholders.

The maximum HFMDX drawdown since its inception was -71.75%, smaller than the maximum OBMCX drawdown of -81.09%. Use the drawdown chart below to compare losses from any high point for HFMDX and OBMCX. For additional features, visit the drawdowns tool.

Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) has a higher volatility of 17.47% compared to Oberweis Micro Cap Fund (OBMCX) at 5.94%. This indicates that HFMDX's price experiences larger fluctuations and is considered to be riskier than OBMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.