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HDPSX vs VSMAX
HDPSX vs VSMAX Comparison
Open Charts HDPSX vs VSMAX
Hodges Small Cap Retail
Price$19.16
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets153.53M
Vanguard Small Cap Index Admiral Shares
Price$111.83
Change-$0.14 (-0.13%)
VolumeN/A
Net Assets147.56B
HDPSX vs VSMAX Comparison Chart
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HDPSX vs. VSMAX commentary
Jun 14, 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. HDPSX (154M). VSMAX pays higher dividends than HDPSX: VSMAX (1.48) vs HDPSX (0.00). HDPSX was incepted earlier than VSMAX: HDPSX (18 years) vs VSMAX (25 years). HDPSX (1.36) is less costly to investors than VSMAX (0.05). HDPSX is a more actively managed with annual turnover of: 62.00 vs. VSMAX (13.00). HDPSX has a lower initial minimum investment than VSMAX: HDPSX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 6.21 vs. HDPSX (-11.15). VSMAX return over 5 years is better than : 66.26 vs. HDPSX (36.84).
| HDPSX | VSMAX | HDPSX / VSMAX | |
| Total Expense Ratio | 1.36 | 0.05 | 2,720% |
| Annual Report Gross Expense Ratio | 1.36 | 0.05 | 2,720% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | -8.774 | -2.678 | 328% |
| 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 | 1.48 | - |
| Returns for 1 year | -11.15 | 6.21 | -180% |
| Returns for 3 years | -0.88 | 33.17 | -3% |
| Returns for 5 years | 36.84 | 66.26 | 56% |
| Returns for 10 years | -6.94 | 98.02 | -7% |
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