VVPSX vs. HFCGX
VVPSX (Vulcan Value Partners Small Cap Fund) and HFCGX (Hennessy Cornerstone Growth Fund) are both Small Cap Blend Equities funds. Over the past 10 years, VVPSX returned 4.67%/yr vs 11.94%/yr for HFCGX. Their 0.76 correlation means they have sometimes moved together and sometimes differently. VVPSX charges 1.25%/yr vs 1.34%/yr for HFCGX.
Performance
VVPSX vs. HFCGX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VVPSX achieves a 11.31% return, which is significantly lower than HFCGX's 12.44% return. Over the past 10 years, VVPSX has underperformed HFCGX with an annualized return of 4.67%, while HFCGX has yielded a comparatively higher 11.94% annualized return.
VVPSX
- 1D
- -0.64%
- 1M
- 3.17%
- 6M
- 7.70%
- YTD
- 11.31%
- 1Y
- 17.30%
- 3Y*
- 5.38%
- 5Y*
- -3.06%
- 10Y*
- 4.67%
- ALL TIME*
- 6.95%
HFCGX
- 1D
- 3.16%
- 1M
- 2.88%
- 6M
- 7.39%
- YTD
- 12.44%
- 1Y
- 20.12%
- 3Y*
- 17.93%
- 5Y*
- 13.94%
- 10Y*
- 11.94%
- ALL TIME*
- 9.51%
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 |
VVPSX vs. HFCGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VVPSX Vulcan Value Partners Small Cap Fund | 11.31% | 8.87% | -1.40% | 19.75% | -45.18% | 45.53% | -3.33% | 35.94% | -14.51% | 11.42% |
HFCGX Hennessy Cornerstone Growth Fund | 12.44% | 4.78% | 31.45% | 19.58% | -4.97% | 29.94% | 17.73% | 20.70% | -21.39% | 16.60% |
Correlation
The correlation between VVPSX and HFCGX is 0.49, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.49 |
Correlation (3Y) Balances recent behavior with more history. | 0.67 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.67 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Dec 30, 2009 | 0.76 |
Over the past year, the correlation between VVPSX and HFCGX has dropped to 0.49 - well below their long-term average of 0.76, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
VVPSX vs. HFCGX — Risk / Return Rank
VVPSX
HFCGX
VVPSX vs. HFCGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vulcan Value Partners Small Cap Fund (VVPSX) 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.
| VVPSX | HFCGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.47 | ||
| Sortino ratioReturn per unit of downside risk | -0.59 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.23 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.88 | 2.39 | -1.50 |
| Martin ratioReturn relative to average drawdown | 2.23 | 6.64 | -4.41 |
Loading charts...
Drawdowns
VVPSX vs. HFCGX - Drawdown Comparison
The maximum VVPSX drawdown since its inception was -55.43%, smaller than the maximum HFCGX drawdown of -62.35%. Use the drawdown chart below to compare losses from any high point for VVPSX and HFCGX.
Loading charts...
Drawdown Indicators
| VVPSX | HFCGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.43% | -62.35% | +6.92% |
Max Drawdown (1Y)Largest decline over 1 year | -16.65% | -7.82% | -8.83% |
Max Drawdown (3Y)Largest decline over 3 years | -24.84% | -22.86% | -1.98% |
Max Drawdown (5Y)Largest decline over 5 years | -55.43% | -26.30% | -29.13% |
Max Drawdown (10Y)Largest decline over 10 years | -55.43% | -54.22% | -1.21% |
Current DrawdownCurrent decline from peak | -29.04% | -4.09% | -24.95% |
Average DrawdownAverage peak-to-trough decline | -16.39% | -15.17% | -1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.60% | 2.81% | +3.79% |
Volatility
VVPSX vs. HFCGX - Volatility Comparison
The current volatility for Vulcan Value Partners Small Cap Fund (VVPSX) is 5.34%, while Hennessy Cornerstone Growth Fund (HFCGX) has a volatility of 6.56%. This indicates that VVPSX 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.
Loading charts...
Volatility by Period
| VVPSX | HFCGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 6.56% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 13.75% | 11.96% | +1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.09% | 14.57% | +3.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.42% | 23.87% | -1.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.64% | 25.88% | -2.24% |
VVPSX vs. HFCGX - Expense Ratio Comparison
VVPSX has a 1.25% expense ratio, which is lower than HFCGX's 1.34% expense ratio.
Dividends
VVPSX vs. HFCGX - Dividend Comparison
VVPSX's dividend yield for the trailing twelve months is around 2.14%, 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% |
VVPSX Vulcan Value Partners Small Cap Fund | 2.14% | 2.38% | 1.17% | 0.35% | 14.10% | 22.85% | 0.09% | 4.60% | 18.92% | 6.38% | 0.32% | 0.00% |
Frequently Asked Questions
VVPSX and HFCGX have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HFCGX has higher volatility (6.56%) compared to VVPSX (5.34%). In terms of maximum drawdown, VVPSX dropped -55.43% vs HFCGX's -62.35%.
HFCGX currently has the higher Sharpe Ratio (1.28 vs 0.82), 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.
Find the right allocation for VVPSX and HFCGX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer