SSLCX vs. HFCGX
SSLCX (DWS Small Cap Core Fund) and HFCGX (Hennessy Cornerstone Growth Fund) are both Small Cap Blend Equities funds. Over the past 10 years, SSLCX returned 10.29%/yr vs 12.04%/yr for HFCGX. Their correlation of 0.88 means they have usually moved in the same direction. SSLCX charges 0.95%/yr vs 1.34%/yr for HFCGX.
Performance
SSLCX vs. HFCGX - Performance Comparison
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Returns By Period
In the year-to-date period, SSLCX achieves a 11.16% return, which is significantly lower than HFCGX's 12.20% return. Over the past 10 years, SSLCX has underperformed HFCGX with an annualized return of 10.29%, while HFCGX has yielded a comparatively higher 12.04% annualized return.
SSLCX
- 1D
- 0.17%
- 1M
- -3.96%
- 6M
- 5.72%
- YTD
- 11.16%
- 1Y
- 14.50%
- 3Y*
- 10.95%
- 5Y*
- 6.59%
- 10Y*
- 10.29%
- ALL TIME*
- 8.64%
HFCGX
- 1D
- -0.21%
- 1M
- 2.66%
- 6M
- 6.49%
- YTD
- 12.20%
- 1Y
- 19.86%
- 3Y*
- 17.85%
- 5Y*
- 13.89%
- 10Y*
- 12.04%
- ALL TIME*
- 9.50%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SSLCX vs. HFCGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSLCX DWS Small Cap Core Fund | 11.16% | 4.99% | 9.85% | 13.09% | -13.53% | 41.16% | 14.65% | 21.72% | -14.28% | 11.63% |
HFCGX Hennessy Cornerstone Growth Fund | 12.20% | 4.78% | 31.45% | 19.58% | -4.97% | 29.94% | 17.73% | 20.70% | -21.39% | 16.60% |
Correlation
The correlation between SSLCX and HFCGX is 0.71, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.71 |
Correlation (3Y) Balances recent behavior with more history. | 0.79 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.81 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.88 |
The correlation between SSLCX and HFCGX shifts across timeframes, from 0.71 (1 year) to 0.88 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SSLCX vs. HFCGX — Risk / Return Rank
SSLCX
HFCGX
SSLCX vs. HFCGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Small Cap Core Fund (SSLCX) and Hennessy Cornerstone Growth Fund (HFCGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SSLCX | HFCGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.34 | ||
| Sortino ratioReturn per unit of downside risk | -0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.22 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.55 | 2.33 | -0.78 |
| Martin ratioReturn relative to average drawdown | 4.52 | 6.44 | -1.92 |
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Drawdowns
SSLCX vs. HFCGX - Drawdown Comparison
The maximum SSLCX drawdown since its inception was -63.14%, roughly equal to the maximum HFCGX drawdown of -62.35%. Use the drawdown chart below to compare losses from any high point for SSLCX and HFCGX.
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Drawdown Indicators
| SSLCX | HFCGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.14% | -62.35% | -0.79% |
Max Drawdown (1Y)Largest decline over 1 year | -8.78% | -7.82% | -0.96% |
Max Drawdown (3Y)Largest decline over 3 years | -17.34% | -22.86% | +5.52% |
Max Drawdown (5Y)Largest decline over 5 years | -22.57% | -26.30% | +3.73% |
Max Drawdown (10Y)Largest decline over 10 years | -48.07% | -54.22% | +6.15% |
Current DrawdownCurrent decline from peak | -5.92% | -4.30% | -1.62% |
Average DrawdownAverage peak-to-trough decline | -11.25% | -15.17% | +3.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 2.82% | +0.18% |
Volatility
SSLCX vs. HFCGX - Volatility Comparison
The current volatility for DWS Small Cap Core Fund (SSLCX) is 3.79%, while Hennessy Cornerstone Growth Fund (HFCGX) has a volatility of 6.37%. This indicates that SSLCX experiences smaller price fluctuations and is considered to be less risky than HFCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSLCX | HFCGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.79% | 6.37% | -2.58% |
Volatility (6M)Calculated over the trailing 6-month period | 10.83% | 11.94% | -1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.04% | 14.57% | +0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.18% | 23.86% | -6.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.97% | 25.88% | -4.91% |
SSLCX vs. HFCGX - Expense Ratio Comparison
SSLCX has a 0.95% expense ratio, which is lower than HFCGX's 1.34% expense ratio.
Dividends
SSLCX vs. HFCGX - Dividend Comparison
SSLCX's dividend yield for the trailing twelve months is around 1.09%, while HFCGX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HFCGX Hennessy Cornerstone Growth Fund | 0.00% | 0.00% | 14.11% | 0.38% | 3.58% | 26.58% | 0.00% | 0.00% | 10.47% | 0.00% | 0.00% | 0.11% |
SSLCX DWS Small Cap Core Fund | 1.09% | 1.21% | 1.52% | 0.68% | 1.07% | 1.67% | 0.35% | 0.16% | 5.99% | 5.78% | 0.60% | 8.42% |
Frequently Asked Questions
SSLCX and HFCGX have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HFCGX has higher volatility (6.37%) compared to SSLCX (3.79%). In terms of maximum drawdown, SSLCX dropped -63.14% vs HFCGX's -62.35%.
HFCGX currently has the higher Sharpe Ratio (1.25 vs 0.91), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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