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HDSVX vs VSCAX
HDSVX vs VSCAX Comparison
Open Charts HDSVX vs VSCAX
Hodges Small Intrinsic Value Retail
Price$20.01
Change+$1.26 (+6.72%)
VolumeN/A
Net Assets53.55M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
HDSVX vs VSCAX Comparison Chart in %
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HDSVX vs. VSCAX commentary
Feb 05, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. HDSVX (53.6M). VSCAX pays higher dividends than HDSVX: VSCAX (0.23) 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 : 18.26 vs. HDSVX (7.16). VSCAX return over 5 years is better than : 68.92 vs. HDSVX (30.81).
| 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 | 8.455 | 12.643 | 67% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.6M | 9.42B | 1% |
| Annual Yield % from dividends | 0.04 | 0.23 | 18% |
| Returns for 1 year | 7.16 | 18.26 | 39% |
| Returns for 3 years | 10.38 | 51.27 | 20% |
| Returns for 5 years | 30.81 | 68.92 | 45% |
| Returns for 10 years | 109.42 | 108.32 | 101% |
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