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HDSIX vs VSMAX
HDSIX vs VSMAX Comparison
Open Charts HDSIX vs VSMAX
Hodges Small Cap Growth Institutional
Price$23.84
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets168.41M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
HDSIX vs VSMAX Comparison Chart in %
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HDSIX vs. VSMAX commentary
Sep 08, 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 Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. HDSIX (168M). VSMAX pays higher dividends than HDSIX: VSMAX (1.31) vs HDSIX (0.00). HDSIX was incepted earlier than VSMAX: HDSIX (17 years) vs VSMAX (25 years). HDSIX (1.04) is less costly to investors than VSMAX (0.05). HDSIX is a more actively managed with annual turnover of: 60.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than HDSIX: VSMAX (3000) vs HDSIX (1000000). VSMAX annual gain was more profitable for investors over the last year : 13.64 vs. HDSIX (0.72). VSMAX return over 5 years is better than : 66.80 vs. HDSIX (49.56).
| HDSIX | VSMAX | HDSIX / VSMAX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 1.04 | 0.05 | 2,080% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 4.561 | 6.527 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 0.72 | 13.64 | 5% |
| Returns for 3 years | 16.69 | 39.35 | 42% |
| Returns for 5 years | 49.56 | 66.80 | 74% |
| Returns for 10 years | 21.76 | 132.90 | 16% |
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