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HDSIX vs NAESX
HDSIX vs NAESX Comparison
Open Charts HDSIX vs NAESX
Hodges Small Cap Institutional
Price$20.38
Change+$0.33 (+1.65%)
VolumeN/A
Net Assets148.41M
Vanguard Small Cap Index I
Price$110.63
Change+$1.45 (+1.33%)
VolumeN/A
Net Assets139.54B
HDSIX vs NAESX Comparison Chart
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HDSIX vs. NAESX commentary
Jun 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 Hold and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. HDSIX (148M). NAESX pays higher dividends than HDSIX: NAESX (1.35) vs HDSIX (0.00). HDSIX was incepted earlier than NAESX: HDSIX (16 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: 62.00 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 : 3.56 vs. HDSIX (-13.02). NAESX return over 5 years is better than : 55.17 vs. HDSIX (30.87).
| HDSIX | NAESX | HDSIX / NAESX | |
| Total Expense Ratio | 1.11 | 0.17 | 653% |
| Annual Report Gross Expense Ratio | 1.11 | 0.17 | 653% |
| Fund Existence | 16 years | 65 years | - |
| Gain YTD | -12.061 | -5.102 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 140B | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -13.02 | 3.56 | -366% |
| Returns for 3 years | -10.45 | 17.40 | -60% |
| Returns for 5 years | 30.87 | 55.17 | 56% |
| Returns for 10 years | -4.87 | 92.22 | -5% |
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