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HIMDX vs NAESX
HIMDX vs NAESX Comparison
Open Charts HIMDX vs NAESX
Hennessy Cornerstone Mid Cap 30 Instl
Price$22.41
Change-$0.45 (-1.97%)
VolumeN/A
Net Assets1.29B
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
HIMDX vs NAESX Comparison Chart
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HIMDX vs. NAESX commentary
Jun 15, 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 HIMDX is a StrongBuy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. HIMDX (1.29B). NAESX pays higher dividends than HIMDX: NAESX (1.35) vs HIMDX (0.45). HIMDX was incepted earlier than NAESX: HIMDX (17 years) vs NAESX (65 years). HIMDX (0.95) is less costly to investors than NAESX (0.17). HIMDX is a more actively managed with annual turnover of: 94.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than HIMDX: NAESX (3000) vs HIMDX (250000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. HIMDX (-10.84). HIMDX return over 5 years is better than : 106.01 vs. NAESX (63.19).
| HIMDX | NAESX | HIMDX / NAESX | |
| Total Expense Ratio | 0.95 | 0.17 | 559% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 17 years | 65 years | - |
| Gain YTD | -5.840 | -4.390 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 148B | 1% |
| Annual Yield % from dividends | 0.45 | 1.35 | 33% |
| Returns for 1 year | -10.84 | 5.19 | -209% |
| Returns for 3 years | 11.66 | 31.28 | 37% |
| Returns for 5 years | 106.01 | 63.19 | 168% |
| Returns for 10 years | 8.83 | 92.88 | 10% |
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