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HFMDX vs VSIIX
HFMDX vs VSIIX Comparison
Open Charts HFMDX vs VSIIX
Hennessy Cornerstone Mid Cap 30 I
Price$22.74
Change-$0.91 (-3.85%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
HFMDX vs VSIIX Comparison Chart
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HFMDX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. HFMDX (1.82B). 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 : 21.72 vs. VSIIX (16.22). HFMDX return over 5 years is better than : 88.41 vs. VSIIX (52.86).
| 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 | 19.747 | 15.027 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 63B | 3% |
| Annual Yield % from dividends | 0.00 | 2.02 | - |
| Returns for 1 year | 21.72 | 16.22 | 134% |
| Returns for 3 years | 26.23 | 20.66 | 127% |
| Returns for 5 years | 88.41 | 52.86 | 167% |
| Returns for 10 years | 28.80 | 105.75 | 27% |