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HDSVX vs VISVX
HDSVX vs VISVX Comparison
Open Charts HDSVX vs VISVX
Hodges Small Intrinsic Value Retail
Price$18.21
Change-$0.41 (-2.20%)
VolumeN/A
Net Assets60.85M
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
HDSVX vs VISVX Comparison Chart
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HDSVX vs. VISVX commentary
Feb 23, 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 HDSVX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. HDSVX (60.8M). VISVX pays higher dividends than HDSVX: VISVX (1.90) vs HDSVX (0.03). HDSVX was incepted earlier than VISVX: HDSVX (11 years) vs VISVX (27 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 : 12.49 vs. HDSVX (-0.91). HDSVX return over 5 years is better than : 61.28 vs. VISVX (50.85).
| HDSVX | VISVX | HDSVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | -0.852 | 1.977 | -43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.8M | 60.2B | 0% |
| Annual Yield % from dividends | 0.03 | 1.90 | 1% |
| Returns for 1 year | -0.91 | 12.49 | -7% |
| Returns for 3 years | 8.24 | 20.61 | 40% |
| Returns for 5 years | 61.28 | 50.85 | 121% |
| Returns for 10 years | 58.28 | 94.47 | 62% |