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HDSIX vs VSCPX
HDSIX vs VSCPX Comparison
Open Charts HDSIX vs VSCPX
Hodges Small Cap Institutional
Price$20.25
Change-$0.10 (-0.49%)
VolumeN/A
Net Assets151M
Vanguard Small Cap Index InstlPlus
Price$313.49
Change-$0.20 (-0.06%)
VolumeN/A
Net Assets139.54B
HDSIX vs VSCPX Comparison Chart
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HDSIX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 140B vs. HDSIX (151M). VSCPX pays higher dividends than HDSIX: VSCPX (1.58) vs HDSIX (0.00). HDSIX was incepted earlier than VSCPX: HDSIX (16 years) vs VSCPX (14 years). HDSIX (1.11) is less costly to investors than VSCPX (0.03). HDSIX is a more actively managed with annual turnover of: 62.00 vs. VSCPX (13.00). HDSIX has a lower initial minimum investment than VSCPX: HDSIX (1000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 1.77 vs. HDSIX (-11.75). VSCPX return over 5 years is better than : 67.55 vs. HDSIX (48.65).
| HDSIX | VSCPX | HDSIX / VSCPX | |
| Total Expense Ratio | 1.11 | 0.03 | 3,700% |
| Annual Report Gross Expense Ratio | 1.11 | 0.03 | 3,700% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | -10.746 | -5.530 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 140B | 0% |
| Annual Yield % from dividends | 0.00 | 1.58 | - |
| Returns for 1 year | -11.75 | 1.77 | -662% |
| Returns for 3 years | -1.69 | 22.37 | -8% |
| Returns for 5 years | 48.65 | 67.55 | 72% |
| Returns for 10 years | -2.98 | 91.30 | -3% |
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