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HDSIX vs VSCIX
HDSIX vs VSCIX Comparison
Open Charts HDSIX vs VSCIX
Hodges Small Cap Institutional
Price$19.10
Change+$1.90 (+11.05%)
VolumeN/A
Net Assets129.92M
Vanguard Small Cap Index I
Price$97.21
Change-$4.34 (-4.27%)
VolumeN/A
Net Assets143.36B
HDSIX vs VSCIX Comparison Chart
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HDSIX vs. VSCIX commentary
Apr 11, 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: 143B vs. HDSIX (130M). VSCIX pays higher dividends than HDSIX: VSCIX (1.53) 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 (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 : -13.68 vs. HDSIX (-26.87). VSCIX return over 5 years is better than : 56.55 vs. HDSIX (44.54).
| 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 | -24.561 | -19.289 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.53 | - |
| Returns for 1 year | -26.87 | -13.68 | 196% |
| Returns for 3 years | -22.45 | -5.11 | 440% |
| Returns for 5 years | 44.54 | 56.55 | 79% |
| Returns for 10 years | -18.58 | 63.61 | -29% |
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