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HFMDX vs NAESX
HFMDX vs NAESX Comparison
Open Charts HFMDX vs NAESX
Hennessy Cornerstone Mid Cap 30 I
Price$21.54
Change+$0.27 (+1.27%)
VolumeN/A
Net Assets1.3B
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
HFMDX vs NAESX Comparison Chart
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HFMDX vs. NAESX commentary
Jun 07, 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 HFMDX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. HFMDX (1.3B). NAESX pays higher dividends than HFMDX: NAESX (1.35) vs HFMDX (0.17). HFMDX was incepted earlier than NAESX: HFMDX (22 years) vs NAESX (65 years). HFMDX (1.33) is less costly to investors than NAESX (0.17). HFMDX is a more actively managed with annual turnover of: 94.00 vs. NAESX (13.00). HFMDX has a lower initial minimum investment than NAESX: HFMDX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 5.13 vs. HFMDX (-10.35). HFMDX return over 5 years is better than : 82.64 vs. NAESX (52.20).
| HFMDX | NAESX | HFMDX / NAESX | |
| Total Expense Ratio | 1.33 | 0.17 | 782% |
| Annual Report Gross Expense Ratio | 1.33 | 0.17 | 782% |
| Fund Existence | 22 years | 65 years | - |
| Gain YTD | -5.843 | -4.086 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 148B | 1% |
| Annual Yield % from dividends | 0.17 | 1.35 | 13% |
| Returns for 1 year | -10.35 | 5.13 | -202% |
| Returns for 3 years | -2.52 | 16.63 | -15% |
| Returns for 5 years | 82.64 | 52.20 | 158% |
| Returns for 10 years | 6.53 | 96.08 | 7% |
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