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HDPSX vs NAESX
HDPSX vs NAESX Comparison
Open Charts HDPSX vs NAESX
Hodges Small Cap Retail
Price$17.74
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets144.65M
Vanguard Small Cap Index I
Price$103.01
Change-$0.12 (-0.12%)
VolumeN/A
Net Assets143.36B
HDPSX vs NAESX Comparison Chart
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HDPSX vs. NAESX commentary
Apr 28, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. HDPSX (145M). NAESX pays higher dividends than HDPSX: NAESX (1.39) vs HDPSX (0.00). HDPSX was incepted earlier than NAESX: HDPSX (17 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 (12.00). 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 : 0.19 vs. HDPSX (-16.08). NAESX return over 5 years is better than : 75.06 vs. HDPSX (58.39).
| HDPSX | NAESX | HDPSX / NAESX | |
| Total Expense Ratio | 1.36 | 0.17 | 800% |
| Annual Report Gross Expense Ratio | 1.36 | 0.17 | 800% |
| Fund Existence | 17 years | 65 years | - |
| Gain YTD | -15.403 | -10.465 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.39 | - |
| Returns for 1 year | -16.08 | 0.19 | -8,448% |
| Returns for 3 years | -11.92 | 10.16 | -117% |
| Returns for 5 years | 58.39 | 75.06 | 78% |
| Returns for 10 years | -14.49 | 81.51 | -18% |