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HDSIX vs NAESX
HDSIX vs NAESX Comparison
Open Charts HDSIX vs NAESX
Hodges Small Cap Growth Institutional
Price$24.12
Change+$0.21 (+0.88%)
VolumeN/A
Net Assets168.02M
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
HDSIX vs NAESX Comparison Chart in %
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HDSIX vs. NAESX commentary
Feb 04, 2026
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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. HDSIX (168M). NAESX pays higher dividends than HDSIX: NAESX (1.16) vs HDSIX (0.00). HDSIX was incepted earlier than NAESX: HDSIX (17 years) vs NAESX (65 years). HDSIX (1.04) 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 : 10.68 vs. HDSIX (4.19). NAESX return over 5 years is better than : 31.77 vs. HDSIX (2.03).
| HDSIX | NAESX | HDSIX / NAESX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 1.04 | 0.17 | 612% |
| Fund Existence | 17 years | 65 years | - |
| Gain YTD | 9.140 | 5.519 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.16 | - |
| Returns for 1 year | 4.19 | 10.68 | 39% |
| Returns for 3 years | 6.54 | 33.00 | 20% |
| Returns for 5 years | 2.03 | 31.77 | 6% |
| Returns for 10 years | 53.44 | 185.98 | 29% |
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