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FXAIX vs HDPBX
FXAIX vs HDPBX Comparison
Open Charts FXAIX vs HDPBX
Hodges Blue Chip Equity Income Retail
Price$24.49
Change+$0.14 (+0.57%)
VolumeN/A
Net Assets43.74M
FXAIX vs HDPBX Comparison Chart
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FXAIX vs. HDPBX commentary
Jan 18, 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 FXAIX is a Hold and HDPBX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. HDPBX (43.7M). FXAIX pays higher dividends than HDPBX: FXAIX (1.31) vs HDPBX (0.63). FXAIX was incepted earlier than HDPBX: FXAIX (14 years) vs HDPBX (15 years). HDPBX is a more actively managed with annual turnover of: 53.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than HDPBX: FXAIX (0) vs HDPBX (1000). FXAIX annual gain was more profitable for investors over the last year : 27.15 vs. HDPBX (20.94). FXAIX return over 5 years is better than : 94.81 vs. HDPBX (45.40).
| FXAIX | HDPBX | FXAIX / HDPBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 2.013 | 3.333 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 43.7M | 1,416,476% |
| Annual Yield % from dividends | 1.31 | 0.63 | 210% |
| Returns for 1 year | 27.15 | 20.94 | 130% |
| Returns for 3 years | 37.22 | 21.54 | 173% |
| Returns for 5 years | 94.81 | 45.40 | 209% |
| Returns for 10 years | 222.48 | 82.61 | 269% |
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