VSCAX vs. HFMDX

The year-to-date returns for both investments are quite close, with VSCAX having a 16.05% return and HFMDX slightly higher at 16.25%. Over the past 10 years, VSCAX has underperformed HFMDX with an annualized return of 1.93%, while HFMDX has yielded a comparatively higher 2.16% annualized return.

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VSCAX has a 1.12% expense ratio, which is lower than HFMDX's 1.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Small Cap Value Fund (VSCAX) 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 VSCAX Sharpe Ratio is 0.81, which is comparable to the HFMDX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of VSCAX 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 VSCAX nor HFMDX has paid dividends to shareholders.

The maximum VSCAX drawdown since its inception was -72.32%, roughly equal to the maximum HFMDX drawdown of -71.75%. Use the drawdown chart below to compare losses from any high point for VSCAX and HFMDX. For additional features, visit the drawdowns tool.

The current volatility for Invesco Small Cap Value Fund (VSCAX) is 8.72%, while Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) has a volatility of 17.47%. This indicates that VSCAX 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.