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HDPBX vs VFFSX
HDPBX vs VFFSX Comparison
Open Charts HDPBX vs VFFSX
Hodges Blue Chip Equity Income Retail
Price$24.59
Change-$0.43 (-1.72%)
VolumeN/A
Net Assets46.54M
Vanguard 500 Index Institutional Select
Price$294.71
Change-$5.11 (-1.70%)
VolumeN/A
Net Assets1.41T
HDPBX vs VFFSX Comparison Chart
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HDPBX vs. VFFSX commentary
Feb 23, 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 StrongBuy and VFFSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.41T vs. HDPBX (46.5M). 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 : 18.30 vs. HDPBX (14.25). VFFSX return over 5 years is better than : 80.28 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 | 3.755 | 2.419 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.5M | 1.41T | 0% |
| Annual Yield % from dividends | 0.63 | 1.33 | 47% |
| Returns for 1 year | 14.25 | 18.30 | 78% |
| Returns for 3 years | 29.42 | 39.85 | 74% |
| Returns for 5 years | 45.40 | 80.28 | 57% |
| Returns for 10 years | 67.02 | N/A | - |
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