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HDSVX vs VSIAX
HDSVX vs VSIAX Comparison
Open Charts HDSVX vs VSIAX
Hodges Small Intrinsic Value Retail
Price$17.96
Change-$0.21 (-1.16%)
VolumeN/A
Net Assets53.6M
Vanguard Small Cap Value Index Admiral
Price$86.48
Change-$0.71 (-0.81%)
VolumeN/A
Net Assets55.61B
HDSVX vs VSIAX Comparison Chart in %
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HDSVX vs. VSIAX commentary
Jul 13, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. HDSVX (53.6M). VSIAX pays higher dividends than HDSVX: VSIAX (2.11) vs HDSVX (0.12). HDSVX was incepted earlier than VSIAX: HDSVX (12 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: 49.00 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 : 7.95 vs. HDSVX (-6.75). VSIAX (95.82) and HDSVX (91.44) 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 | 12 years | 14 years | - |
| Gain YTD | -4.366 | 1.833 | -238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.6M | 55.6B | 0% |
| Annual Yield % from dividends | 0.12 | 2.11 | 6% |
| Returns for 1 year | -6.75 | 7.95 | -85% |
| Returns for 3 years | 9.48 | 35.66 | 27% |
| Returns for 5 years | 91.44 | 95.82 | 95% |
| Returns for 10 years | 43.21 | 93.40 | 46% |
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