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HIMDX vs NAESX
HIMDX vs NAESX Comparison
Open Charts HIMDX vs NAESX
Hennessy Cornerstone Mid Cap 30 Instl
Price$22.44
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.31B
Vanguard Small Cap Index I
Price$110.35
Change-$0.18 (-0.16%)
VolumeN/A
Net Assets147.56B
HIMDX vs NAESX Comparison Chart
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HIMDX vs. NAESX commentary
Jun 07, 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 HIMDX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. HIMDX (1.31B). NAESX pays higher dividends than HIMDX: NAESX (1.35) vs HIMDX (0.45). HIMDX was incepted earlier than NAESX: HIMDX (17 years) vs NAESX (65 years). HIMDX (0.95) is less costly to investors than NAESX (0.17). HIMDX is a more actively managed with annual turnover of: 94.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than HIMDX: NAESX (3000) vs HIMDX (250000). NAESX annual gain was more profitable for investors over the last year : 4.88 vs. HIMDX (-10.44). HIMDX return over 5 years is better than : 86.12 vs. NAESX (52.45).
| HIMDX | NAESX | HIMDX / NAESX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 17 years | 65 years | - |
| Gain YTD | -5.672 | -3.929 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 148B | 1% |
| Annual Yield % from dividends | 0.45 | 1.35 | 33% |
| Returns for 1 year | -10.44 | 4.88 | -214% |
| Returns for 3 years | 0.54 | 18.26 | 3% |
| Returns for 5 years | 86.12 | 52.45 | 164% |
| Returns for 10 years | 10.49 | 95.90 | 11% |
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