HDSIX
Price
$22.16
Change
+$0.20 (+0.91%)
Updated
Jul 3 closing price
Net Assets
160.34M
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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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$22.16
Change+$0.20 (+0.91%)
VolumeN/A
Net Assets160.34M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
HDSIX vs VSMAX Comparison Chart in %
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VS
HDSIX vs. VSMAX commentary
Jul 04, 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: 148B vs. HDSIX (160M). 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 : 11.45 vs. HDSIX (-4.10). VSMAX return over 5 years is better than : 68.33 vs. HDSIX (48.48).
HDSIXVSMAXHDSIX / VSMAX
Total Expense Ratio1.110.052,220%
Annual Report Gross Expense Ratio1.110.052,220%
Fund Existence17 years25 years-
Gain YTD-3.6840.725-508%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets160M148B0%
Annual Yield % from dividends0.001.40-
Returns for 1 year-4.1011.45-36%
Returns for 3 years15.8236.9643%
Returns for 5 years48.4868.3371%
Returns for 10 years7.35107.857%
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