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HFCGX vs NAESX
HFCGX vs NAESX Comparison
Open Charts HFCGX vs NAESX
Hennessy Cornerstone Growth Investor
Price$32.17
Change+$0.21 (+0.66%)
VolumeN/A
Net Assets525.58M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
HFCGX vs NAESX Comparison Chart in %
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HFCGX vs. NAESX commentary
Jul 06, 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: 148B vs. HFCGX (526M). NAESX pays higher dividends than HFCGX: NAESX (1.28) vs HFCGX (0.11). 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 : 12.22 vs. HFCGX (-2.95). HFCGX return over 5 years is better than : 88.51 vs. NAESX (69.32).
| 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 | 1.068 | 1.432 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 148B | 0% |
| Annual Yield % from dividends | 0.11 | 1.28 | 9% |
| Returns for 1 year | -2.95 | 12.22 | -24% |
| Returns for 3 years | 51.07 | 37.83 | 135% |
| Returns for 5 years | 88.51 | 69.32 | 128% |
| Returns for 10 years | 59.65 | 108.83 | 55% |
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