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HDSVX vs VSCAX
HDSVX vs VSCAX Comparison
Open Charts HDSVX vs VSCAX
Hodges Small Intrinsic Value Retail
Price$17.43
Change+$0.09 (+0.52%)
VolumeN/A
Net Assets49.75M
Invesco Small Cap Value A
Price$24.84
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets7.35B
HDSVX vs VSCAX Comparison Chart in %
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HDSVX vs. VSCAX commentary
Nov 20, 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 VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.35B vs. HDSVX (49.8M). 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 : -3.06 vs. HDSVX (-12.69). VSCAX return over 5 years is better than : 75.36 vs. HDSVX (38.26).
| 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 | -7.668 | 5.657 | -136% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.8M | 7.35B | 1% |
| Annual Yield % from dividends | 0.11 | 0.32 | 35% |
| Returns for 1 year | -12.69 | -3.06 | 414% |
| Returns for 3 years | 1.03 | 30.86 | 3% |
| Returns for 5 years | 38.26 | 75.36 | 51% |
| Returns for 10 years | 49.68 | 34.62 | 144% |
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