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HDSIX vs VSMAX
HDSIX vs VSMAX Comparison
Open Charts HDSIX vs VSMAX
Hodges Small Cap Institutional
Price$23.95
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets187.28M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
HDSIX vs VSMAX Comparison Chart
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HDSIX vs. VSMAX commentary
Jan 19, 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. HDSIX (187M). VSMAX pays higher dividends than HDSIX: VSMAX (1.42) vs HDSIX (0.00). HDSIX was incepted earlier than VSMAX: HDSIX (16 years) vs VSMAX (24 years). HDSIX is a more actively managed with annual turnover of: 69.00 vs. VSMAX (12.00). 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 : 21.26 vs. HDSIX (17.34). VSMAX return over 5 years is better than : 48.99 vs. HDSIX (36.55).
| HDSIX | VSMAX | HDSIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 5.044 | 3.369 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 17.34 | 21.26 | 82% |
| Returns for 3 years | 6.26 | 17.25 | 36% |
| Returns for 5 years | 36.55 | 48.99 | 75% |
| Returns for 10 years | 24.87 | 127.10 | 20% |
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