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HFMDX vs VSCAX
HFMDX vs VSCAX Comparison
Open Charts HFMDX vs VSCAX
Hennessy Cornerstone Mid Cap 30 I
Price$21.47
Change+$0.23 (+1.08%)
VolumeN/A
Net Assets1.25B
Invesco Small Cap Value A
Price$23.74
Change-$0.16 (-0.67%)
VolumeN/A
Net Assets6.87B
HFMDX vs VSCAX Comparison Chart in %
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HFMDX vs. VSCAX commentary
Aug 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 StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.87B vs. HFMDX (1.25B). 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 : 11.07 vs. HFMDX (-11.07). VSCAX return over 5 years is better than : 106.09 vs. HFMDX (68.74).
| 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 | -5.976 | 1.659 | -360% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 6.87B | 18% |
| Annual Yield % from dividends | 0.17 | 0.34 | 50% |
| Returns for 1 year | -11.07 | 11.07 | -100% |
| Returns for 3 years | 9.30 | 34.67 | 27% |
| Returns for 5 years | 68.74 | 106.09 | 65% |
| Returns for 10 years | 1.12 | 24.40 | 5% |
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