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HFMDX vs NAESX
HFMDX vs NAESX Comparison
Open Charts HFMDX vs NAESX
Hennessy Cornerstone Mid Cap 30 I
Price$21.81
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets1.3B
Vanguard Small Cap Index I
Price$116.70
Change+$1.38 (+1.20%)
VolumeN/A
Net Assets153.28B
HFMDX vs NAESX Comparison Chart in %
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HFMDX vs. NAESX commentary
Jul 18, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. HFMDX (1.3B). NAESX pays higher dividends than HFMDX: NAESX (1.28) 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 : 4.35 vs. HFMDX (-14.35). HFMDX return over 5 years is better than : 89.84 vs. NAESX (63.03).
| 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 | -4.028 | 0.302 | -1,335% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 153B | 1% |
| Annual Yield % from dividends | 0.17 | 1.28 | 13% |
| Returns for 1 year | -14.35 | 4.35 | -330% |
| Returns for 3 years | 23.06 | 35.91 | 64% |
| Returns for 5 years | 89.84 | 63.03 | 143% |
| Returns for 10 years | 3.99 | 104.94 | 4% |
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