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HFMDX vs VISVX
HFMDX vs VISVX Comparison
Open Charts HFMDX vs VISVX
Hennessy Cornerstone Mid Cap 30 I
Price$22.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.32B
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
HFMDX vs VISVX Comparison Chart in %
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HFMDX vs. VISVX commentary
Aug 18, 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 Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. HFMDX (1.32B). VISVX pays higher dividends than HFMDX: VISVX (1.95) vs HFMDX (0.17). HFMDX was incepted earlier than VISVX: HFMDX (22 years) vs VISVX (27 years). HFMDX (1.33) is less costly to investors than VISVX (0.19). HFMDX is a more actively managed with annual turnover of: 94.00 vs. VISVX (16.00). HFMDX has a lower initial minimum investment than VISVX: HFMDX (2500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 6.61 vs. HFMDX (-10.08). HFMDX (78.23) and VISVX (76.46) have equivalent 5 years return.
| HFMDX | VISVX | HFMDX / VISVX | |
| Total Expense Ratio | 1.33 | 0.19 | 700% |
| Annual Report Gross Expense Ratio | 1.33 | 0.19 | 700% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 0.398 | 2.657 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 56.4B | 2% |
| Annual Yield % from dividends | 0.17 | 1.95 | 9% |
| Returns for 1 year | -10.08 | 6.61 | -153% |
| Returns for 3 years | 7.03 | 19.23 | 37% |
| Returns for 5 years | 78.23 | 76.46 | 102% |
| Returns for 10 years | 5.80 | 99.26 | 6% |
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