Interact to see
Advertisement
Advertisement
HDSIX vs NAESX
HDSIX vs NAESX Comparison
Open Charts HDSIX vs NAESX
Hodges Small Cap Growth Institutional
Price$22.07
Change+$0.17 (+0.78%)
VolumeN/A
Net Assets149.96M
Vanguard Small Cap Index I
Price$117.67
Change+$0.22 (+0.19%)
VolumeN/A
Net Assets161.58B
HDSIX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HDSIX vs. NAESX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. HDSIX (150M). NAESX pays higher dividends than HDSIX: NAESX (1.22) vs HDSIX (0.00). HDSIX was incepted earlier than NAESX: HDSIX (17 years) vs NAESX (65 years). HDSIX (1.04) 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 : -0.55 vs. HDSIX (-17.70). NAESX return over 5 years is better than : 39.03 vs. HDSIX (20.13).
| HDSIX | NAESX | HDSIX / NAESX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 1.04 | 0.17 | 612% |
| Fund Existence | 17 years | 65 years | - |
| Gain YTD | -3.947 | 2.218 | -178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.22 | - |
| Returns for 1 year | -17.70 | -0.55 | 3,229% |
| Returns for 3 years | -0.90 | 29.75 | -3% |
| Returns for 5 years | 20.13 | 39.03 | 52% |
| Returns for 10 years | 13.24 | 121.66 | 11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement