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HDSVX vs VSIIX
HDSVX vs VSIIX Comparison
Open Charts HDSVX vs VSIIX
Hodges Small Intrinsic Value Retail
Price$16.53
Change-$0.41 (-2.42%)
VolumeN/A
Net Assets54.21M
Vanguard Small Cap Value Index I
Price$44.57
Change-$0.79 (-1.74%)
VolumeN/A
Net Assets57.63B
HDSVX vs VSIIX Comparison Chart
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HDSVX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. HDSVX (54.2M). VSIIX pays higher dividends than HDSVX: VSIIX (1.99) vs HDSVX (0.11). HDSVX was incepted earlier than VSIIX: HDSVX (11 years) vs VSIIX (25 years). HDSVX (1.63) is less costly to investors than VSIIX (0.06). HDSVX is a more actively managed with annual turnover of: 44.00 vs. VSIIX (16.00). HDSVX has a lower initial minimum investment than VSIIX: HDSVX (1000) vs VSIIX (5000000). VSIIX 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. VSIIX (113.91).
| HDSVX | VSIIX | HDSVX / VSIIX | |
| Total Expense Ratio | 1.29 | 0.06 | 2,150% |
| Annual Report Gross Expense Ratio | 1.63 | 0.06 | 2,717% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | -11.981 | -6.230 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.2M | 57.6B | 0% |
| Annual Yield % from dividends | 0.11 | 1.99 | 6% |
| Returns for 1 year | -17.80 | -2.68 | 664% |
| Returns for 3 years | -12.02 | 4.21 | -286% |
| Returns for 5 years | 147.84 | 113.91 | 130% |
| Returns for 10 years | 33.72 | 77.91 | 43% |
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