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HFMDX vs VSCAX
HFMDX vs VSCAX Comparison
Open Charts HFMDX vs VSCAX
Hennessy Cornerstone Mid Cap 30 I
Price$24.42
Change+$1.83 (+8.10%)
VolumeN/A
Net Assets1.26B
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
HFMDX vs VSCAX Comparison Chart in %
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HFMDX vs. VSCAX commentary
Feb 04, 2026
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: 9.42B vs. HFMDX (1.26B). VSCAX pays higher dividends than HFMDX: VSCAX (0.23) vs HFMDX (0.01). HFMDX was incepted earlier than VSCAX: HFMDX (22 years) vs VSCAX (27 years). HFMDX (1.33) is less costly to investors than VSCAX (1.10). 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 : 18.26 vs. HFMDX (5.22). VSCAX return over 5 years is better than : 68.92 vs. HFMDX (40.87).
| 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 | 27 years | - |
| Gain YTD | 6.036 | 12.643 | 48% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 9.42B | 13% |
| Annual Yield % from dividends | 0.01 | 0.23 | 3% |
| Returns for 1 year | 5.22 | 18.26 | 29% |
| Returns for 3 years | 34.29 | 51.27 | 67% |
| Returns for 5 years | 40.87 | 68.92 | 59% |
| Returns for 10 years | 47.20 | 108.32 | 44% |
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