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HDSVX vs VSIAX
HDSVX vs VSIAX Comparison
Open Charts HDSVX vs VSIAX
Hodges Small Intrinsic Value Retail
Price$19.30
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets62.79M
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
HDSVX vs VSIAX Comparison Chart
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HDSVX vs. VSIAX commentary
Jan 19, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. HDSVX (62.8M). VSIAX pays higher dividends than HDSVX: VSIAX (2.01) vs HDSVX (0.03). HDSVX was incepted earlier than VSIAX: HDSVX (11 years) vs VSIAX (13 years). HDSVX is a more actively managed with annual turnover of: 56.00 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 : 18.49 vs. HDSVX (7.93). HDSVX return over 5 years is better than : 54.75 vs. VSIAX (50.37).
| HDSVX | VSIAX | HDSVX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 2.769 | 3.217 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.8M | 58.3B | 0% |
| Annual Yield % from dividends | 0.03 | 2.01 | 1% |
| Returns for 1 year | 7.93 | 18.49 | 43% |
| Returns for 3 years | 6.80 | 17.05 | 40% |
| Returns for 5 years | 54.75 | 50.37 | 109% |
| Returns for 10 years | 78.58 | 109.60 | 72% |
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