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HDSVX vs VISVX
HDSVX vs VISVX Comparison
Open Charts HDSVX vs VISVX
Hodges Small Intrinsic Value Retail
Price$16.38
Change-$0.34 (-2.03%)
VolumeN/A
Net Assets50.62M
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
HDSVX vs VISVX Comparison Chart
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HDSVX vs. VISVX commentary
Jun 14, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. HDSVX (50.6M). VISVX pays higher dividends than HDSVX: VISVX (2.11) vs HDSVX (0.12). HDSVX was incepted earlier than VISVX: HDSVX (11 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: 44.00 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 : 3.80 vs. HDSVX (-12.27). VISVX return over 5 years is better than : 80.48 vs. HDSVX (74.42).
| HDSVX | VISVX | HDSVX / VISVX | |
| Total Expense Ratio | 1.29 | 0.19 | 679% |
| Annual Report Gross Expense Ratio | 1.63 | 0.19 | 858% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | -12.780 | -4.331 | 295% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.6M | 54B | 0% |
| Annual Yield % from dividends | 0.12 | 2.11 | 6% |
| Returns for 1 year | -12.27 | 3.80 | -323% |
| Returns for 3 years | -4.12 | 26.12 | -16% |
| Returns for 5 years | 74.42 | 80.48 | 92% |
| Returns for 10 years | 30.10 | 80.06 | 38% |
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