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HFMDX vs VSCAX
HFMDX vs VSCAX Comparison
Open Charts HFMDX vs VSCAX
Hennessy Cornerstone Mid Cap 30 I
Price$22.19
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets1.21B
Invesco Small Cap Value A
Price$24.84
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets7.35B
HFMDX vs VSCAX Comparison Chart in %
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HFMDX vs. VSCAX commentary
Nov 20, 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: 7.35B vs. HFMDX (1.21B). VSCAX pays higher dividends than HFMDX: VSCAX (0.32) vs HFMDX (0.16). HFMDX was incepted earlier than VSCAX: HFMDX (22 years) vs VSCAX (26 years). HFMDX (1.33) is less costly to investors than VSCAX (1.10). 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 : -3.06 vs. HFMDX (-18.54). VSCAX return over 5 years is better than : 75.36 vs. HFMDX (52.20).
| HFMDX | VSCAX | HFMDX / VSCAX | |
| Total Expense Ratio | 1.33 | 1.10 | 121% |
| Annual Report Gross Expense Ratio | 1.33 | 1.10 | 121% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -2.169 | 5.657 | -38% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 7.35B | 16% |
| Annual Yield % from dividends | 0.16 | 0.32 | 50% |
| Returns for 1 year | -18.54 | -3.06 | 605% |
| Returns for 3 years | 3.56 | 30.86 | 12% |
| Returns for 5 years | 52.20 | 75.36 | 69% |
| Returns for 10 years | 14.34 | 34.62 | 41% |
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