HDPSX vs. WESCX
Compare and contrast key facts about Hodges Small Cap Fund (HDPSX) and TETON Westwood SmallCap Equity Fund (WESCX).
HDPSX is managed by Hodges. It was launched on Dec 18, 2007. WESCX is managed by Teton Westwood. It was launched on Apr 15, 1997.
Performance
HDPSX vs. WESCX - Performance Comparison
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HDPSX vs. WESCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HDPSX Hodges Small Cap Fund | 5.41% | 3.07% | 62.98% | 14.88% | -12.78% | 35.60% | 16.98% | 16.85% | -16.35% | 9.34% |
WESCX TETON Westwood SmallCap Equity Fund | 9.67% | 17.26% | 15.48% | 12.61% | -12.48% | 29.72% | 10.93% | 28.43% | -13.71% | 15.82% |
Returns By Period
In the year-to-date period, HDPSX achieves a 5.41% return, which is significantly lower than WESCX's 9.67% return. Both investments have delivered pretty close results over the past 10 years, with HDPSX having a 13.66% annualized return and WESCX not far behind at 13.44%.
HDPSX
- 1D
- 3.36%
- 1M
- -5.31%
- YTD
- 5.41%
- 6M
- 3.98%
- 1Y
- 22.95%
- 3Y*
- 24.73%
- 5Y*
- 12.96%
- 10Y*
- 13.66%
WESCX
- 1D
- 3.25%
- 1M
- -5.96%
- YTD
- 9.67%
- 6M
- 18.43%
- 1Y
- 41.65%
- 3Y*
- 18.30%
- 5Y*
- 9.30%
- 10Y*
- 13.44%
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HDPSX vs. WESCX - Expense Ratio Comparison
HDPSX has a 1.36% expense ratio, which is higher than WESCX's 1.25% expense ratio.
Return for Risk
HDPSX vs. WESCX — Risk / Return Rank
HDPSX
WESCX
HDPSX vs. WESCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hodges Small Cap Fund (HDPSX) and TETON Westwood SmallCap Equity Fund (WESCX). 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.
| HDPSX | WESCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.70 | -0.82 |
Sortino ratioReturn per unit of downside risk | 1.36 | 2.32 | -0.96 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.32 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 2.87 | -1.44 |
Martin ratioReturn relative to average drawdown | 5.29 | 10.86 | -5.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HDPSX | WESCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.70 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.43 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.57 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.33 | +0.07 |
Correlation
The correlation between HDPSX and WESCX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
HDPSX vs. WESCX - Dividend Comparison
HDPSX's dividend yield for the trailing twelve months is around 7.25%, more than WESCX's 6.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDPSX Hodges Small Cap Fund | 7.25% | 7.64% | 44.97% | 5.01% | 6.46% | 19.53% | 0.00% | 8.25% | 4.66% | 14.53% | 0.32% | 0.35% |
WESCX TETON Westwood SmallCap Equity Fund | 6.84% | 7.50% | 27.81% | 2.81% | 1.60% | 5.60% | 0.01% | 4.66% | 14.77% | 9.13% | 9.32% | 18.92% |
Drawdowns
HDPSX vs. WESCX - Drawdown Comparison
The maximum HDPSX drawdown since its inception was -65.86%, smaller than the maximum WESCX drawdown of -70.60%. Use the drawdown chart below to compare losses from any high point for HDPSX and WESCX.
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Drawdown Indicators
| HDPSX | WESCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.86% | -70.60% | +4.74% |
Max Drawdown (1Y)Largest decline over 1 year | -16.58% | -14.72% | -1.86% |
Max Drawdown (5Y)Largest decline over 5 years | -28.83% | -26.22% | -2.61% |
Max Drawdown (10Y)Largest decline over 10 years | -58.96% | -45.13% | -13.83% |
Current DrawdownCurrent decline from peak | -7.41% | -7.27% | -0.14% |
Average DrawdownAverage peak-to-trough decline | -10.94% | -20.27% | +9.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 3.88% | +0.59% |
Volatility
HDPSX vs. WESCX - Volatility Comparison
Hodges Small Cap Fund (HDPSX) and TETON Westwood SmallCap Equity Fund (WESCX) have volatilities of 7.95% and 8.02%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HDPSX | WESCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.95% | 8.02% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 15.96% | 14.37% | +1.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.26% | 25.04% | +2.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.00% | 21.70% | +5.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.44% | 23.67% | +3.77% |