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HDSIX vs NAESX
HDSIX vs NAESX Comparison
Open Charts HDSIX vs NAESX
Hodges Small Cap Institutional
Price$22.62
Change+$0.21 (+0.94%)
VolumeN/A
Net Assets164.16M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
HDSIX vs NAESX Comparison Chart in %
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HDSIX vs. NAESX commentary
Jul 27, 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 HDSIX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. HDSIX (164M). NAESX pays higher dividends than HDSIX: NAESX (1.28) vs HDSIX (0.00). HDSIX was incepted earlier than NAESX: HDSIX (17 years) vs NAESX (65 years). HDSIX (1.11) is less costly to investors than NAESX (0.17). HDSIX is a more actively managed with annual turnover of: 60.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than HDSIX: NAESX (3000) vs HDSIX (1000000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. HDSIX (-6.57). NAESX return over 5 years is better than : 66.66 vs. HDSIX (47.27).
| HDSIX | NAESX | HDSIX / NAESX | |
| Total Expense Ratio | 1.11 | 0.17 | 653% |
| Annual Report Gross Expense Ratio | 1.11 | 0.17 | 653% |
| Fund Existence | 17 years | 65 years | - |
| Gain YTD | -0.789 | 2.781 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| 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 | -6.57 | 8.46 | -78% |
| Returns for 3 years | 10.83 | 34.15 | 32% |
| Returns for 5 years | 47.27 | 66.66 | 71% |
| Returns for 10 years | 11.50 | 114.71 | 10% |
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