Ad is loading...
FXAIX vs HDPBX
FXAIX vs HDPBX Comparison
Open Charts FXAIX vs HDPBX
Hodges Blue Chip Equity Income Retail
Price$21.94
Change+$1.98 (+9.92%)
VolumeN/A
Net Assets37.73M
FXAIX vs HDPBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. HDPBX commentary
Apr 11, 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 Buy and HDPBX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. HDPBX (37.7M). FXAIX pays higher dividends than HDPBX: FXAIX (1.30) vs HDPBX (0.49). FXAIX was incepted earlier than HDPBX: FXAIX (14 years) vs HDPBX (16 years). HDPBX (1.42) is less costly to investors than FXAIX (0.01). HDPBX is a more actively managed with annual turnover of: 48.00 vs. FXAIX (2.00). 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 : -3.10 vs. HDPBX (-10.90). FXAIX return over 5 years is better than : 92.75 vs. HDPBX (45.70).
| FXAIX | HDPBX | FXAIX / HDPBX | |
| Total Expense Ratio | 0.01 | 1.30 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.42 | 1% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | -15.000 | -15.660 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 37.7M | 1,586,207% |
| Annual Yield % from dividends | 1.30 | 0.49 | 266% |
| Returns for 1 year | -3.10 | -10.90 | 28% |
| Returns for 3 years | 16.20 | 0.27 | 6,113% |
| Returns for 5 years | 92.75 | 45.70 | 203% |
| Returns for 10 years | 159.34 | 34.39 | 463% |