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HDPSX vs VSMAX
HDPSX vs VSMAX Comparison
Open Charts HDPSX vs VSMAX
Hodges Small Cap Retail
Price$22.02
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets187.28M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
HDPSX vs VSMAX Comparison Chart
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HDPSX vs. VSMAX commentary
Jan 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. HDPSX (187M). VSMAX pays higher dividends than HDPSX: VSMAX (1.42) vs HDPSX (0.00). HDPSX was incepted earlier than VSMAX: HDPSX (17 years) vs VSMAX (24 years). HDPSX is a more actively managed with annual turnover of: 69.00 vs. VSMAX (12.00). 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 : 21.26 vs. HDPSX (15.89). VSMAX return over 5 years is better than : 48.99 vs. HDPSX (31.31).
| HDPSX | VSMAX | HDPSX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 5.007 | 3.369 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 15.89 | 21.26 | 75% |
| Returns for 3 years | 3.62 | 17.25 | 21% |
| Returns for 5 years | 31.31 | 48.99 | 64% |
| Returns for 10 years | 17.21 | 127.10 | 14% |
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