HJPSX vs. DFJ
Compare and contrast key facts about Hennessy Japan Small Cap Fund (HJPSX) and WisdomTree Japan SmallCap Dividend Fund (DFJ).
HJPSX is managed by Hennessy. It was launched on Aug 30, 2007. DFJ is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Japan SmallCap Dividend Index. It was launched on Jun 16, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HJPSX or DFJ.
Correlation
The correlation between HJPSX and DFJ is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
HJPSX vs. DFJ - Performance Comparison
Key characteristics
HJPSX:
0.03
DFJ:
-0.06
HJPSX:
0.17
DFJ:
0.03
HJPSX:
1.02
DFJ:
1.00
HJPSX:
0.03
DFJ:
-0.08
HJPSX:
0.14
DFJ:
-0.20
HJPSX:
4.33%
DFJ:
4.43%
HJPSX:
17.63%
DFJ:
15.72%
HJPSX:
-47.91%
DFJ:
-46.00%
HJPSX:
-14.39%
DFJ:
-9.61%
Returns By Period
In the year-to-date period, HJPSX achieves a -4.55% return, which is significantly lower than DFJ's -3.31% return. Both investments have delivered pretty close results over the past 10 years, with HJPSX having a 6.08% annualized return and DFJ not far ahead at 6.30%.
HJPSX
-4.55%
-5.92%
-4.88%
0.92%
1.17%
6.08%
DFJ
-3.31%
-4.47%
-4.72%
-0.86%
2.57%
6.30%
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HJPSX vs. DFJ - Expense Ratio Comparison
HJPSX has a 1.57% expense ratio, which is higher than DFJ's 0.58% expense ratio.
Risk-Adjusted Performance
HJPSX vs. DFJ — Risk-Adjusted Performance Rank
HJPSX
DFJ
HJPSX vs. DFJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hennessy Japan Small Cap Fund (HJPSX) and WisdomTree Japan SmallCap Dividend Fund (DFJ). 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.
Dividends
HJPSX vs. DFJ - Dividend Comparison
HJPSX has not paid dividends to shareholders, while DFJ's dividend yield for the trailing twelve months is around 2.54%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HJPSX Hennessy Japan Small Cap Fund | 0.00% | 0.00% | 0.85% | 0.60% | 0.01% | 0.23% | 1.30% | 0.00% | 0.33% | 1.11% | 0.00% | 0.00% |
DFJ WisdomTree Japan SmallCap Dividend Fund | 2.54% | 2.46% | 2.43% | 2.62% | 2.07% | 2.59% | 2.24% | 1.89% | 1.60% | 1.76% | 1.23% | 1.63% |
Drawdowns
HJPSX vs. DFJ - Drawdown Comparison
The maximum HJPSX drawdown since its inception was -47.91%, roughly equal to the maximum DFJ drawdown of -46.00%. Use the drawdown chart below to compare losses from any high point for HJPSX and DFJ. For additional features, visit the drawdowns tool.
Volatility
HJPSX vs. DFJ - Volatility Comparison
Hennessy Japan Small Cap Fund (HJPSX) and WisdomTree Japan SmallCap Dividend Fund (DFJ) have volatilities of 3.13% and 3.04%, 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.