Interact to see
Advertisement
Advertisement
HFMDX vs VSCAX
HFMDX vs VSCAX Comparison
Open Charts HFMDX vs VSCAX
Hennessy Cornerstone Mid Cap 30 I
Price$22.87
Change-$0.10 (-0.44%)
VolumeN/A
Net Assets1.32B
Invesco Small Cap Value A
Price$25.31
Change+$0.16 (+0.64%)
VolumeN/A
Net Assets7.23B
HFMDX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HFMDX vs. VSCAX commentary
Aug 30, 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.23B vs. HFMDX (1.32B). VSCAX pays higher dividends than HFMDX: VSCAX (0.34) vs HFMDX (0.17). HFMDX was incepted earlier than VSCAX: HFMDX (22 years) vs VSCAX (26 years). HFMDX (1.33) is less costly to investors than VSCAX (1.12). HFMDX is a more actively managed with annual turnover of: 94.00 vs. VSCAX (52.00). 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 : 7.51 vs. HFMDX (-9.61). VSCAX return over 5 years is better than : 112.00 vs. HFMDX (77.77).
| HFMDX | VSCAX | HFMDX / VSCAX | |
| Total Expense Ratio | 1.33 | 1.12 | 119% |
| Annual Report Gross Expense Ratio | 1.33 | 1.12 | 119% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 1.682 | 6.976 | 24% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 7.23B | 18% |
| Annual Yield % from dividends | 0.17 | 0.34 | 50% |
| Returns for 1 year | -9.61 | 7.51 | -128% |
| Returns for 3 years | 13.81 | 38.48 | 36% |
| Returns for 5 years | 77.77 | 112.00 | 69% |
| Returns for 10 years | 16.89 | 36.23 | 47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement