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HFCGX vs NAESX
HFCGX vs NAESX Comparison
Open Charts HFCGX vs NAESX
Hennessy Cornerstone Growth Investor
Price$29.07
Change-$2.03 (-6.53%)
VolumeN/A
Net Assets497.61M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
HFCGX vs NAESX Comparison Chart
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HFCGX vs. NAESX commentary
Apr 04, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. HFCGX (498M). NAESX pays higher dividends than HFCGX: NAESX (1.39) vs HFCGX (0.11). HFCGX was incepted earlier than NAESX: HFCGX (28 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 : 1.18 vs. HFCGX (-9.40). HFCGX return over 5 years is better than : 174.88 vs. NAESX (115.68).
| HFCGX | NAESX | HFCGX / NAESX | |
| Total Expense Ratio | 1.33 | 0.17 | 782% |
| Annual Report Gross Expense Ratio | 1.33 | 0.17 | 782% |
| Fund Existence | 28 years | 65 years | - |
| Gain YTD | -2.293 | -5.833 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 498M | 153B | 0% |
| Annual Yield % from dividends | 0.11 | 1.39 | 8% |
| Returns for 1 year | -9.40 | 1.18 | -800% |
| Returns for 3 years | 32.04 | 6.44 | 497% |
| Returns for 5 years | 174.88 | 115.68 | 151% |
| Returns for 10 years | 53.88 | 90.61 | 59% |
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