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HDPBX vs VFFSX
HDPBX vs VFFSX Comparison
Open Charts HDPBX vs VFFSX
Hodges Blue Chip Equity Income Retail
Price$21.94
Change+$1.98 (+9.92%)
VolumeN/A
Net Assets37.73M
Vanguard 500 Index Institutional Select
Price$266.98
Change+$23.20 (+9.52%)
VolumeN/A
Net Assets1.32T
HDPBX vs VFFSX Comparison Chart
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HDPBX vs. VFFSX 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 HDPBX is a Buy and VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.32T vs. HDPBX (37.7M). VFFSX pays higher dividends than HDPBX: VFFSX (1.36) vs HDPBX (0.49). HDPBX was incepted earlier than VFFSX: HDPBX (16 years) vs VFFSX (9 years). HDPBX (1.42) is less costly to investors than VFFSX (0.01). HDPBX is a more actively managed with annual turnover of: 48.00 vs. VFFSX (2.00). HDPBX has a lower initial minimum investment than VFFSX: HDPBX (1000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : -4.32 vs. HDPBX (-10.90). VFFSX return over 5 years is better than : 78.75 vs. HDPBX (45.70).
| HDPBX | VFFSX | HDPBX / VFFSX | |
| Total Expense Ratio | 1.30 | 0.01 | 13,000% |
| Annual Report Gross Expense Ratio | 1.42 | 0.01 | 14,200% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | -15.660 | -15.269 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7M | 1.32T | 0% |
| Annual Yield % from dividends | 0.49 | 1.36 | 36% |
| Returns for 1 year | -10.90 | -4.32 | 252% |
| Returns for 3 years | 0.27 | 11.14 | 2% |
| Returns for 5 years | 45.70 | 78.75 | 58% |
| Returns for 10 years | 34.39 | N/A | - |
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