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HFMDX vs VSCAX
HFMDX vs VSCAX Comparison
Open Charts HFMDX vs VSCAX
Hennessy Cornerstone Mid Cap 30 I
Price$23.10
Change+$0.16 (+0.70%)
VolumeN/A
Net Assets1.24B
Invesco Small Cap Value A
Price$27.30
Change+$0.56 (+2.09%)
VolumeN/A
Net Assets7.9B
HFMDX vs VSCAX Comparison Chart in %
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HFMDX vs. VSCAX commentary
Dec 04, 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 Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.9B vs. HFMDX (1.24B). VSCAX pays higher dividends than HFMDX: VSCAX (0.31) vs HFMDX (0.16). HFMDX was incepted earlier than VSCAX: HFMDX (22 years) vs VSCAX (26 years). HFMDX (1.33) is less costly to investors than VSCAX (1.10). 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 : -0.15 vs. HFMDX (-20.52). VSCAX return over 5 years is better than : 80.13 vs. HFMDX (54.91).
| HFMDX | VSCAX | HFMDX / VSCAX | |
| Total Expense Ratio | 1.33 | 1.10 | 121% |
| Annual Report Gross Expense Ratio | 1.33 | 1.10 | 121% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 1.594 | 13.526 | 12% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 7.9B | 16% |
| Annual Yield % from dividends | 0.16 | 0.31 | 52% |
| Returns for 1 year | -20.52 | -0.15 | 13,385% |
| Returns for 3 years | 7.70 | 35.94 | 21% |
| Returns for 5 years | 54.91 | 80.13 | 69% |
| Returns for 10 years | 18.44 | 42.28 | 44% |
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