Interact to see
Advertisement
Advertisement
HDPSX vs NAESX
HDPSX vs NAESX Comparison
Open Charts HDPSX vs NAESX
Hodges Small Cap Retail
Price$20.77
Change+$0.18 (+0.87%)
VolumeN/A
Net Assets164.16M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
HDPSX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HDPSX vs. NAESX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. HDPSX (164M). NAESX pays higher dividends than HDPSX: NAESX (1.28) 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 : 8.46 vs. HDPSX (-7.77). NAESX return over 5 years is better than : 66.66 vs. HDPSX (41.58).
| 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 | -0.954 | 2.781 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | -7.77 | 8.46 | -92% |
| Returns for 3 years | 8.12 | 34.15 | 24% |
| Returns for 5 years | 41.58 | 66.66 | 62% |
| Returns for 10 years | 4.76 | 114.71 | 4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement