TEQAX vs. HFCGX
Compare and contrast key facts about Touchstone Global ESG Equity Fund (TEQAX) and Hennessy Cornerstone Growth Fund (HFCGX).
TEQAX is managed by Touchstone. It was launched on Dec 18, 1997. HFCGX is managed by Hennessy. It was launched on Nov 1, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TEQAX or HFCGX.
Correlation
The correlation between TEQAX and HFCGX is 0.77, 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
TEQAX vs. HFCGX - Performance Comparison
Key characteristics
TEQAX:
1.32
HFCGX:
0.41
TEQAX:
1.89
HFCGX:
0.68
TEQAX:
1.23
HFCGX:
1.10
TEQAX:
0.43
HFCGX:
0.52
TEQAX:
4.81
HFCGX:
1.28
TEQAX:
3.82%
HFCGX:
8.02%
TEQAX:
13.91%
HFCGX:
24.93%
TEQAX:
-72.10%
HFCGX:
-71.42%
TEQAX:
-32.68%
HFCGX:
-16.34%
Returns By Period
In the year-to-date period, TEQAX achieves a 9.82% return, which is significantly higher than HFCGX's 3.49% return. Over the past 10 years, TEQAX has underperformed HFCGX with an annualized return of -0.19%, while HFCGX has yielded a comparatively higher 5.37% annualized return.
TEQAX
9.82%
8.32%
5.22%
15.87%
5.38%
-0.19%
HFCGX
3.49%
-0.18%
-5.23%
3.10%
10.02%
5.37%
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TEQAX vs. HFCGX - Expense Ratio Comparison
TEQAX has a 1.16% expense ratio, which is lower than HFCGX's 1.34% expense ratio.
Risk-Adjusted Performance
TEQAX vs. HFCGX — Risk-Adjusted Performance Rank
TEQAX
HFCGX
TEQAX vs. HFCGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Global ESG Equity Fund (TEQAX) 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.
Dividends
TEQAX vs. HFCGX - Dividend Comparison
TEQAX's dividend yield for the trailing twelve months is around 1.39%, more than HFCGX's 0.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEQAX Touchstone Global ESG Equity Fund | 1.39% | 1.53% | 1.46% | 1.35% | 0.94% | 0.33% | 0.71% | 0.93% | 0.77% | 0.55% | 0.17% | 0.18% |
HFCGX Hennessy Cornerstone Growth Fund | 0.12% | 0.13% | 0.38% | 1.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% | 0.00% |
Drawdowns
TEQAX vs. HFCGX - Drawdown Comparison
The maximum TEQAX drawdown since its inception was -72.10%, roughly equal to the maximum HFCGX drawdown of -71.42%. Use the drawdown chart below to compare losses from any high point for TEQAX and HFCGX. For additional features, visit the drawdowns tool.
Volatility
TEQAX vs. HFCGX - Volatility Comparison
The current volatility for Touchstone Global ESG Equity Fund (TEQAX) is 3.96%, while Hennessy Cornerstone Growth Fund (HFCGX) has a volatility of 6.03%. This indicates that TEQAX 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.