HFMDX vs. VLIFX

In the year-to-date period, HFMDX achieves a 43.09% return, which is significantly higher than VLIFX's 14.86% return. Over the past 10 years, HFMDX has underperformed VLIFX with an annualized return of 3.88%, while VLIFX has yielded a comparatively higher 9.76% annualized return.

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HFMDX has a 1.36% expense ratio, which is higher than VLIFX's 1.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) and Value Line Mid Cap Focused Fund (VLIFX). 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 1.76, which is comparable to the VLIFX Sharpe Ratio of 1.65. The chart below compares the historical Sharpe Ratios of HFMDX and VLIFX, 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 VLIFX's dividend yield for the trailing twelve months is around 0.02%.

The maximum HFMDX drawdown since its inception was -71.75%, smaller than the maximum VLIFX drawdown of -81.77%. Use the drawdown chart below to compare losses from any high point for HFMDX and VLIFX. For additional features, visit the drawdowns tool.

Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) has a higher volatility of 5.36% compared to Value Line Mid Cap Focused Fund (VLIFX) at 4.98%. This indicates that HFMDX's price experiences larger fluctuations and is considered to be riskier than VLIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.