HFMDX vs. TMCIX

In the year-to-date period, HFMDX achieves a 4.56% return, which is significantly higher than TMCIX's 4.16% return. Over the past 10 years, HFMDX has outperformed TMCIX with an annualized return of 2.76%, while TMCIX has yielded a comparatively lower 1.14% annualized return.

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HFMDX has a 1.36% expense ratio, which is higher than TMCIX's 0.82% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) and RBC SMID Cap Growth Fund (TMCIX). 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 0.85, which is higher than the TMCIX Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of HFMDX and TMCIX, 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's dividend yield for the trailing twelve months is around 0.19%, while TMCIX has not paid dividends to shareholders.

The maximum HFMDX drawdown since its inception was -71.75%, which is greater than TMCIX's maximum drawdown of -67.18%. Use the drawdown chart below to compare losses from any high point for HFMDX and TMCIX. For additional features, visit the drawdowns tool.

Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) has a higher volatility of 4.21% compared to RBC SMID Cap Growth Fund (TMCIX) at 3.84%. This indicates that HFMDX's price experiences larger fluctuations and is considered to be riskier than TMCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.