Interact to see
Advertisement
Advertisement
HFMDX vs NAESX
HFMDX vs NAESX Comparison
Open Charts HFMDX vs NAESX
Hennessy Cornerstone Mid Cap 30 I
Price$21.23
Change-$0.44 (-2.03%)
VolumeN/A
Net Assets1.29B
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
HFMDX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HFMDX vs. NAESX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. HFMDX (1.29B). NAESX pays higher dividends than HFMDX: NAESX (1.35) 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 : 5.19 vs. HFMDX (-11.23). HFMDX return over 5 years is better than : 102.23 vs. NAESX (63.19).
| 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 | -6.020 | -4.390 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 148B | 1% |
| Annual Yield % from dividends | 0.17 | 1.35 | 13% |
| Returns for 1 year | -11.23 | 5.19 | -216% |
| Returns for 3 years | 10.44 | 31.28 | 33% |
| Returns for 5 years | 102.23 | 63.19 | 162% |
| Returns for 10 years | 4.89 | 92.88 | 5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement