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HFMDX vs VSIIX
HFMDX vs VSIIX Comparison
Open Charts HFMDX vs VSIIX
Hennessy Cornerstone Mid Cap 30 I
Price$23.19
Change+$0.11 (+0.48%)
VolumeN/A
Net Assets1.84B
Vanguard Small Cap Value Index I
Price$49.14
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
HFMDX vs VSIIX Comparison Chart
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HFMDX vs. VSIIX commentary
Jan 19, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. HFMDX (1.84B). VSIIX pays higher dividends than HFMDX: VSIIX (2.02) vs HFMDX (0.00). HFMDX was incepted earlier than VSIIX: HFMDX (21 years) vs VSIIX (25 years). HFMDX is a more actively managed with annual turnover of: 120.00 vs. VSIIX (16.00). HFMDX has a lower initial minimum investment than VSIIX: HFMDX (2500) vs VSIIX (5000000). HFMDX annual gain was more profitable for investors over the last year : 21.01 vs. VSIIX (18.50). HFMDX return over 5 years is better than : 77.72 vs. VSIIX (50.39).
| HFMDX | VSIIX | HFMDX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 2.656 | 3.214 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 58.3B | 3% |
| Annual Yield % from dividends | 0.00 | 2.02 | - |
| Returns for 1 year | 21.01 | 18.50 | 114% |
| Returns for 3 years | 19.15 | 17.06 | 112% |
| Returns for 5 years | 77.72 | 50.39 | 154% |
| Returns for 10 years | 29.30 | 109.67 | 27% |
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