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HDSIX vs VSCIX
HDSIX vs VSCIX Comparison
Open Charts HDSIX vs VSCIX
Hodges Small Cap Institutional
Price$20.25
Change-$0.10 (-0.49%)
VolumeN/A
Net Assets151M
Vanguard Small Cap Index I
Price$108.61
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
HDSIX vs VSCIX Comparison Chart
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HDSIX vs. VSCIX commentary
May 23, 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 VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 140B vs. HDSIX (151M). VSCIX pays higher dividends than HDSIX: VSCIX (1.57) vs HDSIX (0.00). HDSIX was incepted earlier than VSCIX: HDSIX (16 years) vs VSCIX (28 years). HDSIX (1.11) is less costly to investors than VSCIX (0.04). HDSIX is a more actively managed with annual turnover of: 62.00 vs. VSCIX (13.00). 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 : 1.77 vs. HDSIX (-11.75). VSCIX return over 5 years is better than : 67.54 vs. HDSIX (48.65).
| HDSIX | VSCIX | HDSIX / VSCIX | |
| Total Expense Ratio | 1.11 | 0.04 | 2,775% |
| Annual Report Gross Expense Ratio | 1.11 | 0.04 | 2,775% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | -10.746 | -5.529 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 140B | 0% |
| Annual Yield % from dividends | 0.00 | 1.57 | - |
| Returns for 1 year | -11.75 | 1.77 | -664% |
| Returns for 3 years | -1.69 | 22.36 | -8% |
| Returns for 5 years | 48.65 | 67.54 | 72% |
| Returns for 10 years | -2.98 | 91.24 | -3% |