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HDSVX vs VSIAX
HDSVX vs VSIAX Comparison
Open Charts HDSVX vs VSIAX
Hodges Small Intrinsic Value Retail
Price$16.53
Change-$0.41 (-2.42%)
VolumeN/A
Net Assets54.21M
Vanguard Small Cap Value Index Admiral
Price$79.74
Change-$1.42 (-1.75%)
VolumeN/A
Net Assets57.63B
HDSVX vs VSIAX Comparison Chart
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HDSVX vs. VSIAX commentary
Mar 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. HDSVX (54.2M). VSIAX pays higher dividends than HDSVX: VSIAX (1.98) vs HDSVX (0.11). 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 : -2.68 vs. HDSVX (-17.80). HDSVX return over 5 years is better than : 147.84 vs. VSIAX (113.87).
| 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 | -11.981 | -6.221 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.2M | 57.6B | 0% |
| Annual Yield % from dividends | 0.11 | 1.98 | 6% |
| Returns for 1 year | -17.80 | -2.68 | 664% |
| Returns for 3 years | -12.02 | 4.19 | -287% |
| Returns for 5 years | 147.84 | 113.87 | 130% |
| Returns for 10 years | 33.72 | 77.88 | 43% |
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