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HDSVX vs VSCAX
HDSVX vs VSCAX Comparison
Open Charts HDSVX vs VSCAX
Hodges Small Intrinsic Value Retail
Price$18.76
Change+$0.11 (+0.59%)
VolumeN/A
Net Assets55.08M
Invesco Small Cap Value A
Price$26.27
Change+$0.21 (+0.81%)
VolumeN/A
Net Assets7.71B
HDSVX vs VSCAX Comparison Chart in %
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HDSVX vs. VSCAX commentary
Oct 27, 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.71B vs. HDSVX (55.1M). VSCAX pays higher dividends than HDSVX: VSCAX (0.32) vs HDSVX (0.11). HDSVX was incepted earlier than VSCAX: HDSVX (12 years) vs VSCAX (26 years). HDSVX (1.47) is less costly to investors than VSCAX (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. HDSVX (49.00). HDSVX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 7.19 vs. HDSVX (-2.50). VSCAX return over 5 years is better than : 106.80 vs. HDSVX (59.33).
| HDSVX | VSCAX | HDSVX / VSCAX | |
| Total Expense Ratio | 1.27 | 1.10 | 115% |
| Annual Report Gross Expense Ratio | 1.47 | 1.10 | 134% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | -0.106 | 11.740 | -1% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.1M | 7.71B | 1% |
| Annual Yield % from dividends | 0.11 | 0.32 | 34% |
| Returns for 1 year | -2.50 | 7.19 | -35% |
| Returns for 3 years | 13.87 | 47.62 | 29% |
| Returns for 5 years | 59.33 | 106.80 | 56% |
| Returns for 10 years | 65.93 | 45.88 | 144% |
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