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HDPSX vs NAESX
HDPSX vs NAESX Comparison
Open Charts HDPSX vs NAESX
Hodges Small Cap Growth Retail
Price$21.61
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets163.29M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
HDPSX vs NAESX Comparison Chart in %
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HDPSX vs. NAESX commentary
Oct 19, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. HDPSX (163M). NAESX pays higher dividends than HDPSX: NAESX (1.23) vs HDPSX (0.00). HDPSX was incepted earlier than NAESX: HDPSX (18 years) vs NAESX (65 years). HDPSX (1.29) is less costly to investors than NAESX (0.17). HDPSX is a more actively managed with annual turnover of: 60.00 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 : 4.92 vs. HDPSX (-10.63). NAESX return over 5 years is better than : 55.28 vs. HDPSX (31.85).
| HDPSX | NAESX | HDPSX / NAESX | |
| Total Expense Ratio | 1.24 | 0.17 | 729% |
| Annual Report Gross Expense Ratio | 1.29 | 0.17 | 759% |
| Fund Existence | 18 years | 65 years | - |
| Gain YTD | 3.052 | 5.577 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.23 | - |
| Returns for 1 year | -10.63 | 4.92 | -216% |
| Returns for 3 years | 14.28 | 41.91 | 34% |
| Returns for 5 years | 31.85 | 55.28 | 58% |
| Returns for 10 years | 14.36 | 130.16 | 11% |
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