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HDSVX vs VISVX
HDSVX vs VISVX Comparison
Open Charts HDSVX vs VISVX
Hodges Small Intrinsic Value Retail
Price$16.46
Change+$0.44 (+2.75%)
VolumeN/A
Net Assets49.55M
Vanguard Small Cap Value Index I
Price$44.51
Change+$0.71 (+1.62%)
VolumeN/A
Net Assets51.69B
HDSVX vs VISVX Comparison Chart
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HDSVX vs. VISVX commentary
May 09, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. HDSVX (49.5M). VISVX pays higher dividends than HDSVX: VISVX (2.21) vs HDSVX (0.13). HDSVX was incepted earlier than VISVX: HDSVX (11 years) vs VISVX (27 years). HDSVX (1.63) is less costly to investors than VISVX (0.19). HDSVX is a more actively managed with annual turnover of: 44.00 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 : -1.45 vs. HDSVX (-16.56). HDSVX return over 5 years is better than : 89.71 vs. VISVX (85.28).
| HDSVX | VISVX | HDSVX / VISVX | |
| Total Expense Ratio | 1.29 | 0.19 | 679% |
| Annual Report Gross Expense Ratio | 1.63 | 0.19 | 858% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | -14.696 | -7.723 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.5M | 51.7B | 0% |
| Annual Yield % from dividends | 0.13 | 2.21 | 6% |
| Returns for 1 year | -16.56 | -1.45 | 1,145% |
| Returns for 3 years | -7.15 | 15.99 | -45% |
| Returns for 5 years | 89.71 | 85.28 | 105% |
| Returns for 10 years | 29.28 | 75.47 | 39% |
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