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HDPSX vs NAESX
HDPSX vs NAESX Comparison
Open Charts HDPSX vs NAESX
Hodges Small Cap Growth Retail
Price$21.83
Change+$0.44 (+2.06%)
VolumeN/A
Net Assets168.09M
Vanguard Small Cap Index I
Price$121.58
Change+$1.46 (+1.22%)
VolumeN/A
Net Assets161.26B
HDPSX vs NAESX Comparison Chart in %
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HDPSX vs. NAESX commentary
Sep 06, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. HDPSX (168M). NAESX pays higher dividends than HDPSX: NAESX (1.20) 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 : 10.87 vs. HDPSX (-3.13). NAESX return over 5 years is better than : 63.44 vs. HDPSX (40.54).
| 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 | 2.003 | 4.477 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | -3.13 | 10.87 | -29% |
| Returns for 3 years | 10.49 | 35.66 | 29% |
| Returns for 5 years | 40.54 | 63.44 | 64% |
| Returns for 10 years | 13.80 | 133.24 | 10% |
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