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HFMDX vs VSCAX
HFMDX vs VSCAX Comparison
Open Charts HFMDX vs VSCAX
Hennessy Cornerstone Mid Cap 30 I
Price$19.46
Change+$1.60 (+8.96%)
VolumeN/A
Net Assets1.21B
Invesco Small Cap Value A
Price$20.62
Change+$1.83 (+9.74%)
VolumeN/A
Net Assets5.29B
HFMDX vs VSCAX Comparison Chart
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HFMDX vs. VSCAX commentary
Apr 11, 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: 5.29B vs. HFMDX (1.21B). VSCAX pays higher dividends than HFMDX: VSCAX (0.37) vs HFMDX (0.18). HFMDX was incepted earlier than VSCAX: HFMDX (22 years) vs VSCAX (26 years). HFMDX (1.34) is less costly to investors than VSCAX (1.12). HFMDX is a more actively managed with annual turnover of: 94.00 vs. VSCAX (40.00). 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 : -17.67 vs. HFMDX (-22.30). VSCAX return over 5 years is better than : 111.12 vs. HFMDX (104.08).
| HFMDX | VSCAX | HFMDX / VSCAX | |
| Total Expense Ratio | 1.34 | 1.12 | 120% |
| Annual Report Gross Expense Ratio | 1.34 | 1.12 | 120% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -20.938 | -20.077 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 5.29B | 23% |
| Annual Yield % from dividends | 0.18 | 0.37 | 49% |
| Returns for 1 year | -22.30 | -17.67 | 126% |
| Returns for 3 years | -10.17 | -0.44 | 2,308% |
| Returns for 5 years | 104.08 | 111.12 | 94% |
| Returns for 10 years | -8.71 | -7.75 | 112% |
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