HDSIX
Price
$22.62
Change
+$0.21 (+0.94%)
Updated
Jul 25 closing price
Net Assets
164.16M
VSMAX
Price
$118.19
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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HDSIX vs VSMAX

Header iconHDSIX vs VSMAX Comparison
Open Charts HDSIX vs VSMAXBanner chart's image
Hodges Small Cap Institutional
Price$22.62
Change+$0.21 (+0.94%)
VolumeN/A
Net Assets164.16M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
HDSIX vs VSMAX Comparison Chart in %
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VS
HDSIX vs. VSMAX commentary
Jul 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. HDSIX (164M). VSMAX pays higher dividends than HDSIX: VSMAX (1.40) vs HDSIX (0.00). HDSIX was incepted earlier than VSMAX: HDSIX (17 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: 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 : 8.49 vs. HDSIX (-6.57). VSMAX return over 5 years is better than : 66.87 vs. HDSIX (47.27).
HDSIXVSMAXHDSIX / VSMAX
Total Expense Ratio1.110.052,220%
Annual Report Gross Expense Ratio1.110.052,220%
Fund Existence17 years25 years-
Gain YTD-0.7892.804-28%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets164M153B0%
Annual Yield % from dividends0.001.40-
Returns for 1 year-6.578.49-77%
Returns for 3 years10.8334.2732%
Returns for 5 years47.2766.8771%
Returns for 10 years11.50115.2110%
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