SFILX vs. HFMDX

In the year-to-date period, SFILX achieves a 1.73% return, which is significantly lower than HFMDX's 38.03% return. Over the past 10 years, SFILX has outperformed HFMDX with an annualized return of 5.23%, while HFMDX has yielded a comparatively lower 3.63% annualized return.

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SFILX has a 0.39% expense ratio, which is lower than HFMDX's 1.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental International Small Company Index Fund (SFILX) 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.

The current SFILX Sharpe Ratio is 0.71, which is lower than the HFMDX Sharpe Ratio of 1.54. The chart below compares the historical Sharpe Ratios of SFILX and HFMDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SFILX's dividend yield for the trailing twelve months is around 3.06%, while HFMDX has not paid dividends to shareholders.

The maximum SFILX drawdown since its inception was -54.02%, smaller than the maximum HFMDX drawdown of -71.75%. Use the drawdown chart below to compare losses from any high point for SFILX and HFMDX. For additional features, visit the drawdowns tool.

The current volatility for Schwab Fundamental International Small Company Index Fund (SFILX) is 3.63%, while Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) has a volatility of 4.85%. This indicates that SFILX experiences smaller price fluctuations and is considered to be less risky than HFMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.