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HDSVX vs VSCAX
HDSVX vs VSCAX Comparison
Open Charts HDSVX vs VSCAX
Hodges Small Intrinsic Value Retail
Price$19.26
Change+$0.50 (+2.67%)
VolumeN/A
Net Assets57.21M
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
HDSVX vs VSCAX Comparison Chart in %
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HDSVX vs. VSCAX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. HDSVX (57.2M). 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 (1.12). 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 : 12.12 vs. HDSVX (2.82). VSCAX return over 5 years is better than : 116.87 vs. HDSVX (77.60).
| HDSVX | VSCAX | HDSVX / VSCAX | |
| Total Expense Ratio | 1.27 | 1.12 | 113% |
| Annual Report Gross Expense Ratio | 1.47 | 1.12 | 131% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 2.769 | 7.614 | 36% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.2M | 7.33B | 1% |
| Annual Yield % from dividends | 0.11 | 0.32 | 33% |
| Returns for 1 year | 2.82 | 12.12 | 23% |
| Returns for 3 years | 14.58 | 46.81 | 31% |
| Returns for 5 years | 77.60 | 116.87 | 66% |
| Returns for 10 years | 65.89 | 36.89 | 179% |
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