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HDSVX vs VISVX
HDSVX vs VISVX Comparison
Open Charts HDSVX vs VISVX
Hodges Small Intrinsic Value Retail
Price$17.96
Change-$0.21 (-1.16%)
VolumeN/A
Net Assets53.6M
Vanguard Small Cap Value Index I
Price$48.27
Change-$0.40 (-0.82%)
VolumeN/A
Net Assets55.61B
HDSVX vs VISVX Comparison Chart in %
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HDSVX vs. VISVX commentary
Jul 13, 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 StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. HDSVX (53.6M). VISVX pays higher dividends than HDSVX: VISVX (1.99) vs HDSVX (0.12). HDSVX was incepted earlier than VISVX: HDSVX (12 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: 49.00 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 : 7.92 vs. HDSVX (-6.75). VISVX (95.60) and HDSVX (91.44) have equivalent 5 years return.
| HDSVX | VISVX | HDSVX / VISVX | |
| Total Expense Ratio | 1.29 | 0.19 | 679% |
| Annual Report Gross Expense Ratio | 1.63 | 0.19 | 858% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | -4.366 | 1.813 | -241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.6M | 55.6B | 0% |
| Annual Yield % from dividends | 0.12 | 1.99 | 6% |
| Returns for 1 year | -6.75 | 7.92 | -85% |
| Returns for 3 years | 9.48 | 35.56 | 27% |
| Returns for 5 years | 91.44 | 95.60 | 96% |
| Returns for 10 years | 43.21 | 93.01 | 46% |
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