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HFCGX vs NAESX
HFCGX vs NAESX Comparison
Open Charts HFCGX vs NAESX
Hennessy Cornerstone Growth Investor
Price$29.68
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets491.14M
Vanguard Small Cap Index I
Price$103.01
Change-$0.12 (-0.12%)
VolumeN/A
Net Assets143.36B
HFCGX vs NAESX Comparison Chart
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HFCGX vs. NAESX commentary
Apr 28, 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: 143B vs. HFCGX (491M). NAESX pays higher dividends than HFCGX: NAESX (1.39) vs HFCGX (0.11). HFCGX was incepted earlier than NAESX: HFCGX (29 years) vs NAESX (65 years). HFCGX (1.33) is less costly to investors than NAESX (0.17). HFCGX is a more actively managed with annual turnover of: 94.00 vs. NAESX (12.00). 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 : 0.19 vs. HFCGX (-7.97). HFCGX return over 5 years is better than : 118.19 vs. NAESX (75.06).
| HFCGX | NAESX | HFCGX / NAESX | |
| Total Expense Ratio | 1.33 | 0.17 | 782% |
| Annual Report Gross Expense Ratio | 1.33 | 0.17 | 782% |
| Fund Existence | 29 years | 65 years | - |
| Gain YTD | -6.755 | -10.465 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 491M | 143B | 0% |
| Annual Yield % from dividends | 0.11 | 1.39 | 8% |
| Returns for 1 year | -7.97 | 0.19 | -4,187% |
| Returns for 3 years | 31.28 | 10.16 | 308% |
| Returns for 5 years | 118.19 | 75.06 | 157% |
| Returns for 10 years | 49.58 | 81.51 | 61% |