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HIMDX vs NAESX
HIMDX vs NAESX Comparison
Open Charts HIMDX vs NAESX
Hennessy Cornerstone Mid Cap 30 Instl
Price$21.62
Change+$0.22 (+1.03%)
VolumeN/A
Net Assets1.28B
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
HIMDX vs NAESX Comparison Chart
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HIMDX vs. NAESX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. HIMDX (1.28B). NAESX pays higher dividends than HIMDX: NAESX (1.43) vs HIMDX (0.48). 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 : -0.09 vs. HIMDX (-13.73). HIMDX return over 5 years is better than : 113.84 vs. NAESX (65.08).
| 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 | -10.084 | -8.414 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 140B | 1% |
| Annual Yield % from dividends | 0.48 | 1.43 | 34% |
| Returns for 1 year | -13.73 | -0.09 | 15,070% |
| Returns for 3 years | 5.78 | 20.27 | 29% |
| Returns for 5 years | 113.84 | 65.08 | 175% |
| Returns for 10 years | 6.71 | 87.81 | 8% |
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