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HDSIX vs VSMAX
HDSIX vs VSMAX Comparison
Open Charts HDSIX vs VSMAX
Hodges Small Cap Institutional
Price$25.25
Change-$0.17 (-0.67%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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HDSIX vs VSMAX Comparison Chart
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HDSIX vs. VSMAX commentary
Sep 21, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. HDSIX (186M). 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 : 25.54 vs. HDSIX (23.35). VSMAX return over 5 years is better than : 53.45 vs. HDSIX (37.08).
| 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 | 18.101 | 10.898 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 149B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 23.35 | 25.54 | 91% |
| Returns for 3 years | -4.90 | 8.91 | -55% |
| Returns for 5 years | 37.08 | 53.45 | 69% |
| Returns for 10 years | 26.32 | 121.55 | 22% |
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