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HFMDX vs VSMAX
HFMDX vs VSMAX Comparison
Open Charts HFMDX vs VSMAX
Hennessy Cornerstone Mid Cap 30 I
Price$19.46
Change+$1.60 (+8.96%)
VolumeN/A
Net Assets1.21B
Vanguard Small Cap Index Admiral Shares
Price$101.55
Change+$8.69 (+9.36%)
VolumeN/A
Net Assets143.36B
HFMDX vs VSMAX Comparison Chart
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HFMDX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. HFMDX (1.21B). VSMAX pays higher dividends than HFMDX: VSMAX (1.52) vs HFMDX (0.18). HFMDX was incepted earlier than VSMAX: HFMDX (22 years) vs VSMAX (24 years). HFMDX (1.34) is less costly to investors than VSMAX (0.05). HFMDX is a more actively managed with annual turnover of: 94.00 vs. VSMAX (12.00). HFMDX has a lower initial minimum investment than VSMAX: HFMDX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -13.67 vs. HFMDX (-22.30). HFMDX return over 5 years is better than : 104.08 vs. VSMAX (56.52).
| HFMDX | VSMAX | HFMDX / VSMAX | |
| Total Expense Ratio | 1.34 | 0.05 | 2,680% |
| Annual Report Gross Expense Ratio | 1.34 | 0.05 | 2,680% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -20.938 | -19.288 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 143B | 1% |
| Annual Yield % from dividends | 0.18 | 1.52 | 12% |
| Returns for 1 year | -22.30 | -13.67 | 163% |
| Returns for 3 years | -10.17 | -5.11 | 199% |
| Returns for 5 years | 104.08 | 56.52 | 184% |
| Returns for 10 years | -8.71 | 63.59 | -14% |
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