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HDSIX vs NAESX
HDSIX vs NAESX Comparison
Open Charts HDSIX vs NAESX
Hodges Small Cap Growth Institutional
Price$23.75
Change-$0.09 (-0.38%)
VolumeN/A
Net Assets167.71M
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
HDSIX vs NAESX Comparison Chart in %
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HDSIX vs. NAESX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. HDSIX (168M). NAESX pays higher dividends than HDSIX: NAESX (1.20) 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 : 13.62 vs. HDSIX (0.72). NAESX return over 5 years is better than : 66.60 vs. HDSIX (49.56).
| 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 | 4.561 | 6.494 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | 0.72 | 13.62 | 5% |
| Returns for 3 years | 16.69 | 39.23 | 43% |
| Returns for 5 years | 49.56 | 66.60 | 74% |
| Returns for 10 years | 21.76 | 132.36 | 16% |
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