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HDSIX vs NAESX
HDSIX vs NAESX Comparison
Open Charts HDSIX vs NAESX
Hodges Small Cap Institutional
Price$19.24
Change+$0.31 (+1.64%)
VolumeN/A
Net Assets141.95M
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
HDSIX vs NAESX Comparison Chart
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HDSIX vs. NAESX commentary
Apr 25, 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: 143B vs. HDSIX (142M). NAESX pays higher dividends than HDSIX: NAESX (1.39) 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 (12.00). 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 : -2.36 vs. HDSIX (-17.41). NAESX return over 5 years is better than : 71.57 vs. HDSIX (61.52).
| 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 | -16.974 | -12.247 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.39 | - |
| Returns for 1 year | -17.41 | -2.36 | 737% |
| Returns for 3 years | -14.54 | 4.67 | -312% |
| Returns for 5 years | 61.52 | 71.57 | 86% |
| Returns for 10 years | -10.31 | 78.60 | -13% |