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HFMDX vs VSCAX
HFMDX vs VSCAX Comparison
Open Charts HFMDX vs VSCAX
Hennessy Cornerstone Mid Cap 30 I
Price$22.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.32B
Invesco Small Cap Value A
Price$24.37
Change-$0.23 (-0.93%)
VolumeN/A
Net Assets7.03B
HFMDX vs VSCAX Comparison Chart in %
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HFMDX vs. VSCAX 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. HFMDX (1.32B). VSCAX pays higher dividends than HFMDX: VSCAX (0.34) vs HFMDX (0.17). HFMDX was incepted earlier than VSCAX: HFMDX (22 years) vs VSCAX (26 years). HFMDX (1.33) is less costly to investors than VSCAX (1.12). HFMDX is a more actively managed with annual turnover of: 94.00 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than HFMDX: VSCAX (1000) vs HFMDX (2500). VSCAX annual gain was more profitable for investors over the last year : 6.49 vs. HFMDX (-10.08). VSCAX return over 5 years is better than : 105.42 vs. HFMDX (78.23).
| HFMDX | VSCAX | HFMDX / VSCAX | |
| Total Expense Ratio | 1.33 | 1.12 | 119% |
| Annual Report Gross Expense Ratio | 1.33 | 1.12 | 119% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 0.398 | 3.658 | 11% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 7.03B | 19% |
| Annual Yield % from dividends | 0.17 | 0.34 | 50% |
| Returns for 1 year | -10.08 | 6.49 | -155% |
| Returns for 3 years | 7.03 | 30.98 | 23% |
| Returns for 5 years | 78.23 | 105.42 | 74% |
| Returns for 10 years | 5.80 | 26.84 | 22% |
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