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HDSIX vs VSCIX
HDSIX vs VSCIX Comparison
Open Charts HDSIX vs VSCIX
Hodges Small Cap Institutional
Price$23.95
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets187.28M
Vanguard Small Cap Index I
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
HDSIX vs VSCIX Comparison Chart
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HDSIX vs. VSCIX commentary
Jan 19, 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 StrongBuy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. HDSIX (187M). VSCIX pays higher dividends than HDSIX: VSCIX (1.43) vs HDSIX (0.00). HDSIX was incepted earlier than VSCIX: HDSIX (16 years) vs VSCIX (28 years). HDSIX is a more actively managed with annual turnover of: 69.00 vs. VSCIX (12.00). HDSIX has a lower initial minimum investment than VSCIX: HDSIX (1000000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 21.27 vs. HDSIX (17.34). VSCIX return over 5 years is better than : 49.01 vs. HDSIX (36.55).
| HDSIX | VSCIX | HDSIX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 5.044 | 3.378 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | 17.34 | 21.27 | 82% |
| Returns for 3 years | 6.26 | 17.25 | 36% |
| Returns for 5 years | 36.55 | 49.01 | 75% |
| Returns for 10 years | 24.87 | 127.16 | 20% |
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