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HFCGX vs NAESX
HFCGX vs NAESX Comparison
Open Charts HFCGX vs NAESX
Hennessy Cornerstone Growth Investor
Price$30.80
Change-$0.15 (-0.48%)
VolumeN/A
Net Assets511.51M
Vanguard Small Cap Index I
Price$108.59
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
HFCGX vs NAESX Comparison Chart
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HFCGX vs. NAESX commentary
May 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HFCGX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. HFCGX (512M). NAESX pays higher dividends than HFCGX: NAESX (1.43) vs HFCGX (0.12). HFCGX was incepted earlier than NAESX: HFCGX (29 years) vs NAESX (65 years). HFCGX (1.29) is less costly to investors than NAESX (0.17). HFCGX is a more actively managed with annual turnover of: 94.00 vs. NAESX (13.00). HFCGX has a lower initial minimum investment than NAESX: HFCGX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 1.75 vs. HFCGX (-10.62). HFCGX return over 5 years is better than : 99.89 vs. NAESX (67.31).
| HFCGX | NAESX | HFCGX / NAESX | |
| Total Expense Ratio | 1.29 | 0.17 | 759% |
| Annual Report Gross Expense Ratio | 1.29 | 0.17 | 759% |
| Fund Existence | 29 years | 65 years | - |
| Gain YTD | -2.765 | -5.554 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 140B | 0% |
| Annual Yield % from dividends | 0.12 | 1.43 | 8% |
| Returns for 1 year | -10.62 | 1.75 | -607% |
| Returns for 3 years | 31.96 | 22.26 | 144% |
| Returns for 5 years | 99.89 | 67.31 | 148% |
| Returns for 10 years | 55.67 | 90.72 | 61% |
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