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HDSVX vs VISVX
HDSVX vs VISVX Comparison
Open Charts HDSVX vs VISVX
Hodges Small Intrinsic Value Retail
Price$19.98
Change-$0.29 (-1.43%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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HDSVX vs VISVX Comparison Chart
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HDSVX vs. VISVX 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 HDSVX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. HDSVX (65.1M). VISVX pays higher dividends than HDSVX: VISVX (1.90) vs HDSVX (0.03). HDSVX was incepted earlier than VISVX: HDSVX (11 years) vs VISVX (26 years). HDSVX is a more actively managed with annual turnover of: 56.00 vs. VISVX (16.00). HDSVX has a lower initial minimum investment than VISVX: HDSVX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 25.80 vs. HDSVX (18.33). HDSVX return over 5 years is better than : 68.84 vs. VISVX (56.98).
| HDSVX | VISVX | HDSVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 4.882 | 11.310 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.1M | 57.3B | 0% |
| Annual Yield % from dividends | 0.03 | 1.90 | 1% |
| Returns for 1 year | 18.33 | 25.80 | 71% |
| Returns for 3 years | 16.53 | 21.42 | 77% |
| Returns for 5 years | 68.84 | 56.98 | 121% |
| Returns for 10 years | 87.97 | 108.54 | 81% |