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HDPSX vs NAESX
HDPSX vs NAESX Comparison
Open Charts HDPSX vs NAESX
Hodges Small Cap Retail
Price$20.55
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets162.75M
Vanguard Small Cap Index I
Price$116.54
Change+$0.41 (+0.35%)
VolumeN/A
Net Assets153.28B
HDPSX vs NAESX Comparison Chart in %
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HDPSX vs. NAESX commentary
Jul 16, 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: 153B vs. HDPSX (163M). NAESX pays higher dividends than HDPSX: NAESX (1.28) 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: 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 : 7.61 vs. HDPSX (-7.07). NAESX return over 5 years is better than : 64.01 vs. HDPSX (39.43).
| 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 | -2.194 | 1.006 | -218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | -7.07 | 7.61 | -93% |
| Returns for 3 years | 12.45 | 36.67 | 34% |
| Returns for 5 years | 39.43 | 64.01 | 62% |
| Returns for 10 years | 1.20 | 105.78 | 1% |
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