Ad is loading...
Ad is loading...
HDSIX vs VSMAX
HDSIX vs VSMAX Comparison
Open Charts HDSIX vs VSMAX
Hodges Small Cap Institutional
Price$26.58
Change-$0.48 (-1.77%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
HDSIX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HDSIX vs. VSMAX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. HDSIX (192M). 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). HDSIX annual gain was more profitable for investors over the last year : 32.90 vs. VSMAX (30.28). VSMAX return over 5 years is better than : 55.62 vs. HDSIX (45.80).
| 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 | 24.322 | 15.803 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 32.90 | 30.28 | 109% |
| Returns for 3 years | -8.79 | 4.74 | -185% |
| Returns for 5 years | 45.80 | 55.62 | 82% |
| Returns for 10 years | 33.58 | 123.30 | 27% |