HJPNX vs. MINDX

In the year-to-date period, HJPNX achieves a 0.02% return, which is significantly higher than MINDX's -9.59% return. Over the past 10 years, HJPNX has outperformed MINDX with an annualized return of 6.52%, while MINDX has yielded a comparatively lower -2.15% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

HJPNX has a 1.44% expense ratio, which is higher than MINDX's 1.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hennessy Japan Fund (HJPNX) and Matthews India Fund (MINDX). 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 HJPNX Sharpe Ratio is 0.20, which is higher than the MINDX Sharpe Ratio of -0.81. The chart below compares the historical Sharpe Ratios of HJPNX and MINDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HJPNX's dividend yield for the trailing twelve months is around 1.00%, while MINDX has not paid dividends to shareholders.

The maximum HJPNX drawdown since its inception was -59.51%, smaller than the maximum MINDX drawdown of -74.48%. Use the drawdown chart below to compare losses from any high point for HJPNX and MINDX. For additional features, visit the drawdowns tool.

Hennessy Japan Fund (HJPNX) and Matthews India Fund (MINDX) have volatilities of 4.58% and 4.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.