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HDSIX vs NAESX
HDSIX vs NAESX Comparison
Open Charts HDSIX vs NAESX
Hodges Small Cap Institutional
Price$26.58
Change-$0.48 (-1.77%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
HDSIX vs NAESX Comparison Chart
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HDSIX vs. NAESX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. HDSIX (192M). NAESX pays higher dividends than HDSIX: NAESX (1.31) vs HDSIX (0.00). HDSIX was incepted earlier than NAESX: HDSIX (16 years) vs NAESX (64 years). HDSIX is a more actively managed with annual turnover of: 69.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than HDSIX: NAESX (3000) vs HDSIX (1000000). HDSIX annual gain was more profitable for investors over the last year : 32.90 vs. NAESX (30.24). NAESX return over 5 years is better than : 55.43 vs. HDSIX (45.80).
| HDSIX | NAESX | HDSIX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 64 years | - |
| Gain YTD | 24.322 | 15.758 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 32.90 | 30.24 | 109% |
| Returns for 3 years | -8.79 | 4.66 | -188% |
| Returns for 5 years | 45.80 | 55.43 | 83% |
| Returns for 10 years | 33.58 | 122.58 | 27% |
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