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HDSVX vs VSIAX
HDSVX vs VSIAX Comparison
Open Charts HDSVX vs VSIAX
Hodges Small Intrinsic Value Retail
Price$18.19
Change+$0.17 (+0.94%)
VolumeN/A
Net Assets54.08M
Vanguard Small Cap Value Index Admiral
Price$87.39
Change+$0.46 (+0.53%)
VolumeN/A
Net Assets55.61B
HDSVX vs VSIAX Comparison Chart in %
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HDSVX vs. VSIAX commentary
Jul 28, 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. HDSVX (54.1M). VSIAX pays higher dividends than HDSVX: VSIAX (2.11) vs HDSVX (0.12). HDSVX was incepted earlier than VSIAX: HDSVX (12 years) vs VSIAX (14 years). HDSVX (1.63) is less costly to investors than VSIAX (0.07). HDSVX is a more actively managed with annual turnover of: 49.00 vs. VSIAX (16.00). HDSVX has a lower initial minimum investment than VSIAX: HDSVX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 5.59 vs. HDSVX (-8.59). VSIAX (88.99) and HDSVX (84.86) have equivalent 5 years return.
| HDSVX | VSIAX | HDSVX / VSIAX | |
| Total Expense Ratio | 1.29 | 0.07 | 1,843% |
| Annual Report Gross Expense Ratio | 1.63 | 0.07 | 2,329% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -3.142 | 2.904 | -108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.1M | 55.6B | 0% |
| Annual Yield % from dividends | 0.12 | 2.11 | 6% |
| Returns for 1 year | -8.59 | 5.59 | -154% |
| Returns for 3 years | 5.86 | 31.08 | 19% |
| Returns for 5 years | 84.86 | 88.99 | 95% |
| Returns for 10 years | 51.17 | 102.83 | 50% |
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