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HDPSX vs NAESX
HDPSX vs NAESX Comparison
Open Charts HDPSX vs NAESX
Hodges Small Cap Retail
Price$19.16
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets153.53M
Vanguard Small Cap Index I
Price$111.80
Change-$0.14 (-0.13%)
VolumeN/A
Net Assets147.56B
HDPSX vs NAESX Comparison Chart
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HDPSX vs. NAESX commentary
Jun 13, 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 HDPSX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. HDPSX (154M). NAESX pays higher dividends than HDPSX: NAESX (1.35) vs HDPSX (0.00). HDPSX was incepted earlier than NAESX: HDPSX (18 years) vs NAESX (65 years). HDPSX (1.36) is less costly to investors than NAESX (0.17). HDPSX is a more actively managed with annual turnover of: 62.00 vs. NAESX (13.00). HDPSX has a lower initial minimum investment than NAESX: HDPSX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 6.18 vs. HDPSX (-11.15). NAESX return over 5 years is better than : 66.07 vs. HDPSX (36.84).
| HDPSX | NAESX | HDPSX / NAESX | |
| Total Expense Ratio | 1.36 | 0.17 | 800% |
| Annual Report Gross Expense Ratio | 1.36 | 0.17 | 800% |
| Fund Existence | 18 years | 65 years | - |
| Gain YTD | -8.774 | -2.704 | 325% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -11.15 | 6.18 | -180% |
| Returns for 3 years | -0.88 | 33.06 | -3% |
| Returns for 5 years | 36.84 | 66.07 | 56% |
| Returns for 10 years | -6.94 | 97.52 | -7% |
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