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HDSVX vs VSIAX
HDSVX vs VSIAX Comparison
Open Charts HDSVX vs VSIAX
Hodges Small Intrinsic Value Retail
Price$19.86
Change-$0.43 (-2.12%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
HDSVX vs VSIAX Comparison Chart
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HDSVX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. HDSVX (64.3M). 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 : 28.76 vs. HDSVX (19.82). HDSVX return over 5 years is better than : 62.88 vs. VSIAX (57.44).
| 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 | 4.252 | 15.498 | 27% |
| 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 | 2.01 | 1% |
| Returns for 1 year | 19.82 | 28.76 | 69% |
| Returns for 3 years | 0.35 | 13.29 | 3% |
| Returns for 5 years | 62.88 | 57.44 | 109% |
| Returns for 10 years | 88.79 | 108.79 | 82% |