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HDSVX vs VSIAX
HDSVX vs VSIAX Comparison
Open Charts HDSVX vs VSIAX
Hodges Small Intrinsic Value Retail
Price$18.21
Change-$0.41 (-2.20%)
VolumeN/A
Net Assets60.85M
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
HDSVX vs VSIAX Comparison Chart
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HDSVX vs. VSIAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. HDSVX (60.8M). 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 : 12.52 vs. HDSVX (-0.91). HDSVX return over 5 years is better than : 61.28 vs. VSIAX (51.02).
| 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 | -0.852 | 2.008 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.8M | 60.2B | 0% |
| Annual Yield % from dividends | 0.03 | 2.01 | 1% |
| Returns for 1 year | -0.91 | 12.52 | -7% |
| Returns for 3 years | 8.24 | 20.69 | 40% |
| Returns for 5 years | 61.28 | 51.02 | 120% |
| Returns for 10 years | 58.28 | 94.93 | 61% |
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