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HFMDX vs NAESX
HFMDX vs NAESX Comparison
Open Charts HFMDX vs NAESX
Hennessy Cornerstone Mid Cap 30 I
Price$22.10
Change+$0.17 (+0.78%)
VolumeN/A
Net Assets1.31B
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
HFMDX vs NAESX Comparison Chart in %
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HFMDX vs. NAESX commentary
Jul 27, 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 StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. HFMDX (1.31B). NAESX pays higher dividends than HFMDX: NAESX (1.28) vs HFMDX (0.17). HFMDX was incepted earlier than NAESX: HFMDX (22 years) vs NAESX (65 years). HFMDX (1.33) is less costly to investors than NAESX (0.17). HFMDX is a more actively managed with annual turnover of: 94.00 vs. NAESX (13.00). HFMDX has a lower initial minimum investment than NAESX: HFMDX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. HFMDX (-9.11). HFMDX return over 5 years is better than : 87.25 vs. NAESX (66.66).
| HFMDX | NAESX | HFMDX / NAESX | |
| Total Expense Ratio | 1.33 | 0.17 | 782% |
| Annual Report Gross Expense Ratio | 1.33 | 0.17 | 782% |
| Fund Existence | 22 years | 65 years | - |
| Gain YTD | -2.169 | 2.781 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 153B | 1% |
| Annual Yield % from dividends | 0.17 | 1.28 | 13% |
| Returns for 1 year | -9.11 | 8.46 | -108% |
| Returns for 3 years | 19.88 | 34.15 | 58% |
| Returns for 5 years | 87.25 | 66.66 | 131% |
| Returns for 10 years | 7.88 | 114.71 | 7% |
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