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HDSIX vs VSMAX
HDSIX vs VSMAX Comparison
Open Charts HDSIX vs VSMAX
Hodges Small Cap Institutional
Price$20.25
Change-$0.10 (-0.49%)
VolumeN/A
Net Assets151M
Vanguard Small Cap Index Admiral Shares
Price$108.61
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
HDSIX vs VSMAX Comparison Chart
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HDSIX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. HDSIX (151M). VSMAX pays higher dividends than HDSIX: VSMAX (1.56) vs HDSIX (0.00). HDSIX was incepted earlier than VSMAX: HDSIX (16 years) vs VSMAX (25 years). HDSIX (1.11) is less costly to investors than VSMAX (0.05). HDSIX is a more actively managed with annual turnover of: 62.00 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 : 1.77 vs. HDSIX (-11.75). VSMAX return over 5 years is better than : 67.52 vs. HDSIX (48.65).
| HDSIX | VSMAX | HDSIX / VSMAX | |
| Total Expense Ratio | 1.11 | 0.05 | 2,220% |
| Annual Report Gross Expense Ratio | 1.11 | 0.05 | 2,220% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | -10.746 | -5.538 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 140B | 0% |
| Annual Yield % from dividends | 0.00 | 1.56 | - |
| Returns for 1 year | -11.75 | 1.77 | -665% |
| Returns for 3 years | -1.69 | 22.35 | -8% |
| Returns for 5 years | 48.65 | 67.52 | 72% |
| Returns for 10 years | -2.98 | 91.20 | -3% |