Ad is loading...
HFMDX vs VSCAX
HFMDX vs VSCAX Comparison
Open Charts HFMDX vs VSCAX
Hennessy Cornerstone Mid Cap 30 I
Price$22.74
Change-$0.91 (-3.85%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$23.20
Change-$0.93 (-3.85%)
VolumeN/A
CapitalizationN/A
HFMDX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HFMDX vs. VSCAX commentary
Dec 19, 2024
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: 6.61B vs. HFMDX (1.82B). 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 (22.21) and HFMDX (21.72) have marching annual gain over last year. HFMDX return over 5 years is better than : 88.41 vs. VSCAX (70.83).
| 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 | 19.747 | 19.204 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 6.61B | 27% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 21.72 | 22.21 | 98% |
| Returns for 3 years | 26.23 | 40.10 | 65% |
| Returns for 5 years | 88.41 | 70.83 | 125% |
| Returns for 10 years | 28.80 | 25.79 | 112% |
View a ticker or compare two or three
VS
VS
Ad is loading...