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HDSIX vs NAESX
HDSIX vs NAESX Comparison
Open Charts HDSIX vs NAESX
Hodges Small Cap Growth Institutional
Price$22.60
Change-$0.12 (-0.53%)
VolumeN/A
Net Assets161.32M
Vanguard Small Cap Index I
Price$126.20
Change+$0.28 (+0.22%)
VolumeN/A
Net Assets163.34B
HDSIX vs NAESX Comparison Chart in %
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HDSIX vs. NAESX commentary
Dec 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 StrongBuy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. HDSIX (161M). NAESX pays higher dividends than HDSIX: NAESX (1.21) 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 : 8.22 vs. HDSIX (-2.21). NAESX return over 5 years is better than : 36.35 vs. HDSIX (9.60).
| 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 | -0.877 | 9.833 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 163B | 0% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | -2.21 | 8.22 | -27% |
| Returns for 3 years | 15.13 | 44.83 | 34% |
| Returns for 5 years | 9.60 | 36.35 | 26% |
| Returns for 10 years | 21.82 | 143.16 | 15% |
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