Interact to see
Advertisement
Advertisement
HDSIX vs NAESX
HDSIX vs NAESX Comparison
Open Charts HDSIX vs NAESX
Hodges Small Cap Institutional
Price$22.16
Change+$0.20 (+0.91%)
VolumeN/A
Net Assets160.34M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
HDSIX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HDSIX vs. NAESX commentary
Jul 04, 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 HDSIX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. HDSIX (160M). NAESX pays higher dividends than HDSIX: NAESX (1.28) vs HDSIX (0.00). HDSIX was incepted earlier than NAESX: HDSIX (17 years) vs NAESX (65 years). HDSIX (1.11) is less costly to investors than NAESX (0.17). HDSIX is a more actively managed with annual turnover of: 60.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than HDSIX: NAESX (3000) vs HDSIX (1000000). NAESX annual gain was more profitable for investors over the last year : 11.43 vs. HDSIX (-4.10). NAESX return over 5 years is better than : 68.13 vs. HDSIX (48.48).
| HDSIX | NAESX | HDSIX / NAESX | |
| Total Expense Ratio | 1.11 | 0.17 | 653% |
| Annual Report Gross Expense Ratio | 1.11 | 0.17 | 653% |
| Fund Existence | 17 years | 65 years | - |
| Gain YTD | -3.684 | 0.719 | -512% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | -4.10 | 11.43 | -36% |
| Returns for 3 years | 15.82 | 36.86 | 43% |
| Returns for 5 years | 48.48 | 68.13 | 71% |
| Returns for 10 years | 7.35 | 107.36 | 7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers