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HDSVX vs VSCAX
HDSVX vs VSCAX Comparison
Open Charts HDSVX vs VSCAX
Hodges Small Intrinsic Value Retail
Price$17.76
Change-$0.34 (-1.88%)
VolumeN/A
Net Assets53.03M
Invesco Small Cap Value A
Price$25.68
Change-$0.60 (-2.28%)
VolumeN/A
Net Assets7.75B
HDSVX vs VSCAX Comparison Chart in %
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HDSVX vs. VSCAX commentary
Nov 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.75B vs. HDSVX (53M). VSCAX pays higher dividends than HDSVX: VSCAX (0.32) vs HDSVX (0.11). HDSVX was incepted earlier than VSCAX: HDSVX (12 years) vs VSCAX (26 years). HDSVX (1.47) is less costly to investors than VSCAX (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. HDSVX (49.00). HDSVX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : -0.35 vs. HDSVX (-12.00). VSCAX return over 5 years is better than : 90.72 vs. HDSVX (48.33).
| HDSVX | VSCAX | HDSVX / VSCAX | |
| Total Expense Ratio | 1.27 | 1.10 | 115% |
| Annual Report Gross Expense Ratio | 1.47 | 1.10 | 134% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | -3.621 | 11.782 | -31% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53M | 7.75B | 1% |
| Annual Yield % from dividends | 0.11 | 0.32 | 35% |
| Returns for 1 year | -12.00 | -0.35 | 3,434% |
| Returns for 3 years | 3.18 | 36.18 | 9% |
| Returns for 5 years | 48.33 | 90.72 | 53% |
| Returns for 10 years | 60.66 | 46.42 | 131% |
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