Correlation
The correlation between JMIVX and HFMDX 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.
JMIVX vs. HFMDX
Compare and contrast key facts about Janus Henderson Mid Cap Value Fund (JMIVX) and Hennessy Cornerstone Mid Cap 30 Fund (HFMDX).
JMIVX is managed by Janus Henderson. It was launched on Aug 12, 1998. HFMDX is managed by Hennessy. It was launched on Sep 17, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JMIVX or HFMDX.
Performance
JMIVX vs. HFMDX - Performance Comparison
Loading data...
Key characteristics
Returns By Period
JMIVX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
HFMDX
-6.02%
9.21%
-14.12%
1.53%
17.65%
25.93%
10.61%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JMIVX vs. HFMDX - Expense Ratio Comparison
JMIVX has a 0.81% expense ratio, which is lower than HFMDX's 1.36% expense ratio.
Risk-Adjusted Performance
JMIVX vs. HFMDX — Risk-Adjusted Performance Rank
JMIVX
HFMDX
JMIVX vs. HFMDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Mid Cap Value Fund (JMIVX) and Hennessy Cornerstone Mid Cap 30 Fund (HFMDX). 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.
Loading data...
Dividends
JMIVX vs. HFMDX - Dividend Comparison
JMIVX has not paid dividends to shareholders, while HFMDX's dividend yield for the trailing twelve months is around 20.05%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMIVX Janus Henderson Mid Cap Value Fund | 0.00% | 99.99% | 9.13% | 6.21% | 12.02% | 1.03% | 2.36% | 15.21% | 11.43% | 10.26% | 24.65% | 30.39% |
HFMDX Hennessy Cornerstone Mid Cap 30 Fund | 20.05% | 18.84% | 9.61% | 21.66% | 1.73% | 0.00% | 0.00% | 40.95% | 18.56% | 0.64% | 0.91% | 6.10% |
Drawdowns
JMIVX vs. HFMDX - Drawdown Comparison
Loading data...
Volatility
JMIVX vs. HFMDX - Volatility Comparison
Loading data...