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HDSVX vs VISVX
HDSVX vs VISVX Comparison
Open Charts HDSVX vs VISVX
Hodges Small Intrinsic Value Retail
Price$19.86
Change-$0.43 (-2.12%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.63
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
HDSVX vs VISVX Comparison Chart
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HDSVX vs. VISVX commentary
Nov 18, 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: 57.6B vs. HDSVX (64.3M). 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 : 28.71 vs. HDSVX (19.82). HDSVX return over 5 years is better than : 62.88 vs. VISVX (57.32).
| 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 | 4.252 | 15.433 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.3M | 57.6B | 0% |
| Annual Yield % from dividends | 0.03 | 1.90 | 1% |
| Returns for 1 year | 19.82 | 28.71 | 69% |
| Returns for 3 years | 0.35 | 13.23 | 3% |
| Returns for 5 years | 62.88 | 57.32 | 110% |
| Returns for 10 years | 88.79 | 108.21 | 82% |
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