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HDSVX vs VSCAX
HDSVX vs VSCAX Comparison
Open Charts HDSVX vs VSCAX
Hodges Small Intrinsic Value Retail
Price$19.54
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets54.24M
Invesco Small Cap Value A
Price$27.14
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets8.84B
HDSVX vs VSCAX Comparison Chart in %
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HDSVX vs. VSCAX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.84B vs. HDSVX (54.2M). VSCAX pays higher dividends than HDSVX: VSCAX (0.25) vs HDSVX (0.04). HDSVX was incepted earlier than VSCAX: HDSVX (12 years) vs VSCAX (27 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 : 13.42 vs. HDSVX (3.70). VSCAX return over 5 years is better than : 60.33 vs. HDSVX (32.66).
| 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 | 27 years | - |
| Gain YTD | 5.908 | 7.230 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.2M | 8.84B | 1% |
| Annual Yield % from dividends | 0.04 | 0.25 | 17% |
| Returns for 1 year | 3.70 | 13.42 | 28% |
| Returns for 3 years | 12.95 | 49.33 | 26% |
| Returns for 5 years | 32.66 | 60.33 | 54% |
| Returns for 10 years | 102.39 | 99.03 | 103% |
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