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HIMDX vs VSIIX
HIMDX vs VSIIX Comparison
Open Charts HIMDX vs VSIIX
Hennessy Cornerstone Mid Cap 30 Instl
Price$24.03
Change-$0.96 (-3.84%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
HIMDX vs VSIIX Comparison Chart
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HIMDX 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 HIMDX is a Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. HIMDX (1.82B). VSIIX pays higher dividends than HIMDX: VSIIX (2.02) vs HIMDX (0.00). HIMDX was incepted earlier than VSIIX: HIMDX (17 years) vs VSIIX (25 years). HIMDX is a more actively managed with annual turnover of: 120.00 vs. VSIIX (16.00). HIMDX has a lower initial minimum investment than VSIIX: HIMDX (250000) vs VSIIX (5000000). HIMDX annual gain was more profitable for investors over the last year : 22.20 vs. VSIIX (16.22). HIMDX return over 5 years is better than : 91.84 vs. VSIIX (52.86).
| HIMDX | VSIIX | HIMDX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 20.144 | 15.027 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| 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 | 22.20 | 16.22 | 137% |
| Returns for 3 years | 27.61 | 20.66 | 134% |
| Returns for 5 years | 91.84 | 52.86 | 174% |
| Returns for 10 years | 33.51 | 105.75 | 32% |