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HDSIX vs VSMAX
HDSIX vs VSMAX Comparison
Open Charts HDSIX vs VSMAX
Hodges Small Cap Institutional
Price$22.68
Change-$0.94 (-3.98%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
HDSIX vs VSMAX Comparison Chart
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HDSIX vs. VSMAX commentary
Dec 19, 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 Sell and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B 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 : 19.58 vs. HDSIX (11.47). VSMAX return over 5 years is better than : 53.97 vs. HDSIX (35.51).
| 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 | 10.477 | 18.049 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 167B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 11.47 | 19.58 | 59% |
| Returns for 3 years | 5.16 | 15.80 | 33% |
| Returns for 5 years | 35.51 | 53.97 | 66% |
| Returns for 10 years | 19.78 | 125.00 | 16% |