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HFMDX vs VSCAX
HFMDX vs VSCAX Comparison
Open Charts HFMDX vs VSCAX
Hennessy Cornerstone Mid Cap 30 I
Price$21.92
Change-$0.54 (-2.40%)
VolumeN/A
Net Assets1.78B
Invesco Small Cap Value A
Price$23.70
Change-$0.72 (-2.95%)
VolumeN/A
Net Assets6.59B
HFMDX vs VSCAX Comparison Chart
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HFMDX vs. VSCAX commentary
Feb 23, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.59B vs. HFMDX (1.79B). VSCAX pays higher dividends than HFMDX: VSCAX (0.48) vs HFMDX (0.00). HFMDX was incepted earlier than VSCAX: HFMDX (21 years) vs VSCAX (26 years). HFMDX is a more actively managed with annual turnover of: 120.00 vs. VSCAX (51.00). VSCAX has a lower initial minimum investment than HFMDX: VSCAX (1000) vs HFMDX (2500). VSCAX annual gain was more profitable for investors over the last year : 14.87 vs. HFMDX (4.53). VSCAX return over 5 years is better than : 73.99 vs. HFMDX (67.73).
| HFMDX | VSCAX | HFMDX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | -2.966 | 0.808 | -367% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 6.59B | 27% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 4.53 | 14.87 | 30% |
| Returns for 3 years | 15.65 | 27.17 | 58% |
| Returns for 5 years | 67.73 | 73.99 | 92% |
| Returns for 10 years | 13.87 | 17.55 | 79% |
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