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HDPSX vs NAESX
HDPSX vs NAESX Comparison
Open Charts HDPSX vs NAESX
Hodges Small Cap Growth Retail
Price$21.04
Change-$0.09 (-0.43%)
VolumeN/A
Net Assets165.38M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
HDPSX vs NAESX Comparison Chart in %
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HDPSX vs. NAESX commentary
Aug 18, 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 HDPSX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. HDPSX (165M). NAESX pays higher dividends than HDPSX: NAESX (1.25) vs HDPSX (0.00). HDPSX was incepted earlier than NAESX: HDPSX (18 years) vs NAESX (65 years). HDPSX (1.36) is less costly to investors than NAESX (0.17). HDPSX is a more actively managed with annual turnover of: 60.00 vs. NAESX (13.00). HDPSX has a lower initial minimum investment than NAESX: HDPSX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. HDPSX (-5.73). NAESX return over 5 years is better than : 57.53 vs. HDPSX (34.61).
| HDPSX | NAESX | HDPSX / NAESX | |
| Total Expense Ratio | 1.36 | 0.17 | 800% |
| Annual Report Gross Expense Ratio | 1.36 | 0.17 | 800% |
| Fund Existence | 18 years | 65 years | - |
| Gain YTD | 0.334 | 2.494 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -5.73 | 9.15 | -63% |
| Returns for 3 years | -1.31 | 20.39 | -6% |
| Returns for 5 years | 34.61 | 57.53 | 60% |
| Returns for 10 years | 5.01 | 112.59 | 4% |
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