VSCAX vs. HFMDX

In the year-to-date period, VSCAX achieves a -4.72% return, which is significantly lower than HFMDX's -4.43% return. Both investments have delivered pretty close results over the past 10 years, with VSCAX having a 10.62% annualized return and HFMDX not far ahead at 10.83%.

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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 0.08, which is lower than the HFMDX Sharpe Ratio of 0.20. 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.

VSCAX's dividend yield for the trailing twelve months is around 8.29%, less than HFMDX's 19.72% yield.

The maximum VSCAX drawdown since its inception was -57.77%, roughly equal to the maximum HFMDX drawdown of -56.14%. Use the drawdown chart below to compare losses from any high point for VSCAX and HFMDX.

Invesco Small Cap Value Fund (VSCAX) and Hennessy Cornerstone Mid Cap 30 Fund (HFMDX) have volatilities of 6.05% and 6.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.