VLIFX vs. HFMDX

In the year-to-date period, VLIFX achieves a 7.91% return, which is significantly lower than HFMDX's 16.25% return. Over the past 10 years, VLIFX has outperformed HFMDX with an annualized return of 9.01%, while HFMDX has yielded a comparatively lower 2.16% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

VLIFX has a 1.07% expense ratio, which is lower than HFMDX's 1.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Value Line Mid Cap Focused Fund (VLIFX) 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 VLIFX Sharpe Ratio is 0.65, which is comparable to the HFMDX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of VLIFX 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.

Neither VLIFX nor HFMDX has paid dividends to shareholders.

The maximum VLIFX drawdown since its inception was -81.77%, which is greater than HFMDX's maximum drawdown of -71.75%. Use the drawdown chart below to compare losses from any high point for VLIFX and HFMDX. For additional features, visit the drawdowns tool.

The current volatility for Value Line Mid Cap Focused Fund (VLIFX) is 4.72%, while Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) has a volatility of 17.47%. This indicates that VLIFX 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.