HFMDX vs. VSCAX

The year-to-date returns for both stocks are quite close, with HFMDX having a 16.25% return and VSCAX slightly lower at 16.05%. Over the past 10 years, HFMDX has outperformed VSCAX with an annualized return of 2.16%, while VSCAX has yielded a comparatively lower 1.93% annualized return.

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HFMDX has a 1.36% expense ratio, which is higher than VSCAX's 1.12% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) and Invesco Small Cap Value Fund (VSCAX). 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 comparable to the VSCAX Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of HFMDX and VSCAX, 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 VSCAX has paid dividends to shareholders.

The maximum HFMDX drawdown since its inception was -71.75%, roughly equal to the maximum VSCAX drawdown of -72.32%. Use the drawdown chart below to compare losses from any high point for HFMDX and VSCAX. For additional features, visit the drawdowns tool.

Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) has a higher volatility of 17.47% compared to Invesco Small Cap Value Fund (VSCAX) at 8.72%. This indicates that HFMDX's price experiences larger fluctuations and is considered to be riskier than VSCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.