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HFMDX vs VSCAX
HFMDX vs VSCAX Comparison
Open Charts HFMDX vs VSCAX
Hennessy Cornerstone Mid Cap 30 I
Price$22.50
Change-$0.10 (-0.44%)
VolumeN/A
Net Assets1.26B
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.55B
HFMDX vs VSCAX Comparison Chart in %
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HFMDX vs. VSCAX commentary
Oct 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 Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.55B vs. HFMDX (1.26B). VSCAX pays higher dividends than HFMDX: VSCAX (0.32) 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 : 2.33 vs. HFMDX (-16.94). VSCAX return over 5 years is better than : 106.26 vs. HFMDX (58.82).
| 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 | -0.398 | 8.932 | -4% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 7.55B | 17% |
| Annual Yield % from dividends | 0.16 | 0.32 | 51% |
| Returns for 1 year | -16.94 | 2.33 | -727% |
| Returns for 3 years | 14.08 | 49.64 | 28% |
| Returns for 5 years | 58.82 | 106.26 | 55% |
| Returns for 10 years | 12.42 | 39.02 | 32% |