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HDSIX vs VSMAX
HDSIX vs VSMAX Comparison
Open Charts HDSIX vs VSMAX
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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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.
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).
| HDSIX | VSMAX | HDSIX / VSMAX | |
| Total Expense Ratio | 1.11 | 0.05 | 2,220% |
| Annual Report Gross Expense Ratio | 1.11 | 0.05 | 2,220% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | -0.789 | 2.804 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | -6.57 | 8.49 | -77% |
| Returns for 3 years | 10.83 | 34.27 | 32% |
| Returns for 5 years | 47.27 | 66.87 | 71% |
| Returns for 10 years | 11.50 | 115.21 | 10% |
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