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HDSVX vs VISVX
HDSVX vs VISVX Comparison
Open Charts HDSVX vs VISVX
Hodges Small Intrinsic Value Retail
Price$18.27
Change-$0.11 (-0.60%)
VolumeN/A
Net Assets53.9M
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
HDSVX vs VISVX Comparison Chart in %
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HDSVX vs. VISVX commentary
Aug 17, 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 HDSVX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. HDSVX (53.9M). VISVX pays higher dividends than HDSVX: VISVX (1.95) vs HDSVX (0.12). HDSVX was incepted earlier than VISVX: HDSVX (12 years) vs VISVX (27 years). HDSVX (1.63) is less costly to investors than VISVX (0.19). HDSVX is a more actively managed with annual turnover of: 49.00 vs. VISVX (16.00). HDSVX has a lower initial minimum investment than VISVX: HDSVX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 6.61 vs. HDSVX (-4.05). VISVX return over 5 years is better than : 76.46 vs. HDSVX (67.36).
| HDSVX | VISVX | HDSVX / VISVX | |
| Total Expense Ratio | 1.29 | 0.19 | 679% |
| Annual Report Gross Expense Ratio | 1.63 | 0.19 | 858% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | -2.716 | 2.657 | -102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.9M | 56.4B | 0% |
| Annual Yield % from dividends | 0.12 | 1.95 | 6% |
| Returns for 1 year | -4.05 | 6.61 | -61% |
| Returns for 3 years | -1.19 | 19.23 | -6% |
| Returns for 5 years | 67.36 | 76.46 | 88% |
| Returns for 10 years | 51.21 | 99.26 | 52% |
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