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HDPBX vs VFFSX
HDPBX vs VFFSX Comparison
Open Charts HDPBX vs VFFSX
Hodges Blue Chip Equity Income Retail
Price$24.49
Change+$0.14 (+0.57%)
VolumeN/A
Net Assets43.74M
Vanguard 500 Index Institutional Select
Price$293.54
Change+$2.91 (+1.00%)
VolumeN/A
Net Assets1.35T
HDPBX vs VFFSX Comparison Chart
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HDPBX vs. VFFSX 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 HDPBX is a Hold and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.35T vs. HDPBX (43.7M). VFFSX pays higher dividends than HDPBX: VFFSX (1.33) vs HDPBX (0.63). HDPBX was incepted earlier than VFFSX: HDPBX (15 years) vs VFFSX (9 years). HDPBX is a more actively managed with annual turnover of: 53.00 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 : 25.56 vs. HDPBX (20.94). VFFSX return over 5 years is better than : 80.32 vs. HDPBX (45.40).
| HDPBX | VFFSX | HDPBX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 3.333 | 2.012 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7M | 1.35T | 0% |
| Annual Yield % from dividends | 0.63 | 1.33 | 47% |
| Returns for 1 year | 20.94 | 25.56 | 82% |
| Returns for 3 years | 21.54 | 31.20 | 69% |
| Returns for 5 years | 45.40 | 80.32 | 57% |
| Returns for 10 years | 82.61 | N/A | - |
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