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HDSVX vs VSCAX
HDSVX vs VSCAX Comparison
Open Charts HDSVX vs VSCAX
Hodges Small Intrinsic Value Retail
Price$19.15
Change-$0.27 (-1.39%)
VolumeN/A
Net Assets53.71M
Invesco Small Cap Value A
Price$28.57
Change+$0.22 (+0.78%)
VolumeN/A
Net Assets8.48B
HDSVX vs VSCAX Comparison Chart in %
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HDSVX vs. VSCAX commentary
Dec 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 Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.48B vs. HDSVX (53.7M). VSCAX pays higher dividends than HDSVX: VSCAX (0.31) vs HDSVX (0.11). 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 : 7.48 vs. HDSVX (-4.05). VSCAX return over 5 years is better than : 88.18 vs. HDSVX (45.69).
| 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 | 3.408 | 21.523 | 16% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.7M | 8.48B | 1% |
| Annual Yield % from dividends | 0.11 | 0.31 | 36% |
| Returns for 1 year | -4.05 | 7.48 | -54% |
| Returns for 3 years | 17.50 | 52.50 | 33% |
| Returns for 5 years | 45.69 | 88.18 | 52% |
| Returns for 10 years | 79.07 | 80.66 | 98% |
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