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HFMDX vs VSCAX
HFMDX vs VSCAX Comparison
Open Charts HFMDX vs VSCAX
Hennessy Cornerstone Mid Cap 30 I
Price$23.50
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets1.25B
Invesco Small Cap Value A
Price$25.84
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.33B
HFMDX vs VSCAX Comparison Chart in %
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HFMDX vs. VSCAX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.33B vs. HFMDX (1.25B). VSCAX pays higher dividends than HFMDX: VSCAX (0.31) vs HFMDX (0.16). 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). 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 : 8.71 vs. HFMDX (0.96). VSCAX return over 5 years is better than : 66.73 vs. HFMDX (51.22).
| 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 | 4.028 | 9.911 | 41% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 8.33B | 15% |
| Annual Yield % from dividends | 0.16 | 0.31 | 52% |
| Returns for 1 year | 0.96 | 8.71 | 11% |
| Returns for 3 years | 39.23 | 49.46 | 79% |
| Returns for 5 years | 51.22 | 66.73 | 77% |
| Returns for 10 years | 26.53 | 59.02 | 45% |
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