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HDSVX vs VSIAX
HDSVX vs VSIAX Comparison
Open Charts HDSVX vs VSIAX
Hodges Small Intrinsic Value Retail
Price$16.46
Change+$0.44 (+2.75%)
VolumeN/A
Net Assets49.55M
Vanguard Small Cap Value Index Admiral
Price$79.75
Change+$1.27 (+1.62%)
VolumeN/A
Net Assets51.69B
HDSVX vs VSIAX Comparison Chart
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HDSVX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. HDSVX (49.5M). VSIAX pays higher dividends than HDSVX: VSIAX (2.34) vs HDSVX (0.13). HDSVX was incepted earlier than VSIAX: HDSVX (11 years) vs VSIAX (14 years). HDSVX (1.63) is less costly to investors than VSIAX (0.07). HDSVX is a more actively managed with annual turnover of: 44.00 vs. VSIAX (16.00). HDSVX has a lower initial minimum investment than VSIAX: HDSVX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : -1.42 vs. HDSVX (-16.56). HDSVX (89.71) and VSIAX (85.43) have equivalent 5 years return.
| HDSVX | VSIAX | HDSVX / VSIAX | |
| Total Expense Ratio | 1.29 | 0.07 | 1,843% |
| Annual Report Gross Expense Ratio | 1.63 | 0.07 | 2,329% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -14.696 | -7.703 | 191% |
| 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 | 2.34 | 6% |
| Returns for 1 year | -16.56 | -1.42 | 1,165% |
| Returns for 3 years | -7.15 | 16.06 | -44% |
| Returns for 5 years | 89.71 | 85.43 | 105% |
| Returns for 10 years | 29.28 | 75.85 | 39% |
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