BOSVX vs. HDSVX
BOSVX (Bridgeway Omni Small-Cap Value Fund) and HDSVX (Hodges Small Intrinsic Value Fund) are both Small Cap Value Equities funds. Over the past 10 years, BOSVX returned 11.67%/yr vs 10.11%/yr for HDSVX. Their correlation of 0.92 means they have usually moved in the same direction. BOSVX charges 0.60%/yr vs 1.29%/yr for HDSVX.
Performance
BOSVX vs. HDSVX - Performance Comparison
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Returns By Period
In the year-to-date period, BOSVX achieves a 25.12% return, which is significantly higher than HDSVX's 18.32% return. Over the past 10 years, BOSVX has outperformed HDSVX with an annualized return of 11.67%, while HDSVX has yielded a comparatively lower 10.11% annualized return.
BOSVX
- 1D
- -0.13%
- 1M
- 1.43%
- 6M
- 13.86%
- YTD
- 25.12%
- 1Y
- 48.46%
- 3Y*
- 16.17%
- 5Y*
- 12.19%
- 10Y*
- 11.67%
- ALL TIME*
- 12.03%
HDSVX
- 1D
- 0.14%
- 1M
- -0.59%
- 6M
- 10.09%
- YTD
- 18.32%
- 1Y
- 29.08%
- 3Y*
- 9.34%
- 5Y*
- 8.15%
- 10Y*
- 10.11%
- ALL TIME*
- 9.11%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BOSVX vs. HDSVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BOSVX Bridgeway Omni Small-Cap Value Fund | 25.12% | 9.78% | 4.21% | 18.18% | -4.27% | 48.03% | 0.83% | 13.90% | -17.15% | 5.91% |
HDSVX Hodges Small Intrinsic Value Fund | 18.32% | -0.73% | 7.82% | 18.32% | -9.87% | 43.97% | 6.60% | 29.42% | -22.85% | 8.77% |
Correlation
The correlation between BOSVX and HDSVX is 0.85, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.85 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.92 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 2013 | 0.92 |
The correlation between BOSVX and HDSVX has been stable across timeframes, ranging from 0.85 to 0.92 - a consistent structural relationship.
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Return for Risk
BOSVX vs. HDSVX — Risk / Return Rank
BOSVX
HDSVX
BOSVX vs. HDSVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Omni Small-Cap Value Fund (BOSVX) and Hodges Small Intrinsic Value Fund (HDSVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BOSVX | HDSVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.07 | ||
| Sortino ratioReturn per unit of downside risk | +1.36 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.23 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 5.42 | 2.19 | +3.23 |
| Martin ratioReturn relative to average drawdown | 17.24 | 6.03 | +11.21 |
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Drawdowns
BOSVX vs. HDSVX - Drawdown Comparison
The maximum BOSVX drawdown since its inception was -57.14%, roughly equal to the maximum HDSVX drawdown of -58.65%. Use the drawdown chart below to compare losses from any high point for BOSVX and HDSVX.
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Drawdown Indicators
| BOSVX | HDSVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.14% | -58.65% | +1.51% |
Max Drawdown (1Y)Largest decline over 1 year | -8.27% | -11.90% | +3.63% |
Max Drawdown (3Y)Largest decline over 3 years | -28.71% | -28.24% | -0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -28.71% | -28.24% | -0.47% |
Max Drawdown (10Y)Largest decline over 10 years | -57.14% | -58.65% | +1.51% |
Current DrawdownCurrent decline from peak | -1.30% | -4.00% | +2.70% |
Average DrawdownAverage peak-to-trough decline | -8.50% | -8.70% | +0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 4.32% | -1.72% |
Volatility
BOSVX vs. HDSVX - Volatility Comparison
The current volatility for Bridgeway Omni Small-Cap Value Fund (BOSVX) is 3.47%, while Hodges Small Intrinsic Value Fund (HDSVX) has a volatility of 4.59%. This indicates that BOSVX experiences smaller price fluctuations and is considered to be less risky than HDSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BOSVX | HDSVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 4.59% | -1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 12.83% | 13.87% | -1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.94% | 20.08% | -1.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.31% | 22.06% | +0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.97% | 25.35% | -0.38% |
BOSVX vs. HDSVX - Expense Ratio Comparison
BOSVX has a 0.60% expense ratio, which is lower than HDSVX's 1.29% expense ratio.
Dividends
BOSVX vs. HDSVX - Dividend Comparison
BOSVX's dividend yield for the trailing twelve months is around 7.98%, more than HDSVX's 0.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOSVX Bridgeway Omni Small-Cap Value Fund | 7.98% | 9.99% | 9.71% | 8.55% | 21.96% | 4.12% | 1.21% | 0.99% | 10.36% | 6.66% | 0.89% | 1.00% |
HDSVX Hodges Small Intrinsic Value Fund | 0.92% | 1.09% | 9.55% | 0.06% | 2.93% | 6.17% | 0.00% | 0.02% | 9.82% | 2.93% | 0.00% | 0.81% |
Frequently Asked Questions
BOSVX and HDSVX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HDSVX has higher volatility (4.59%) compared to BOSVX (3.47%). In terms of maximum drawdown, BOSVX dropped -57.14% vs HDSVX's -58.65%.
BOSVX currently has the higher Sharpe Ratio (2.37 vs 1.30), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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