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HDPBX vs VFFSX
HDPBX vs VFFSX Comparison
Open Charts HDPBX vs VFFSX
Hodges Blue Chip Equity Income Retail
Price$26.56
Change-$0.25 (-0.93%)
VolumeN/A
Net Assets53.92M
Vanguard 500 Index Institutional Select
Price$315.98
Change-$0.85 (-0.27%)
VolumeN/A
Net Assets1.33T
HDPBX vs VFFSX Comparison Chart in %
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HDPBX vs. VFFSX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.33T vs. HDPBX (53.9M). VFFSX pays higher dividends than HDPBX: VFFSX (1.20) vs HDPBX (0.40). 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: 84.00 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 : 16.43 vs. HDPBX (9.56). VFFSX return over 5 years is better than : 91.44 vs. HDPBX (52.19).
| 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 | 12.316 | 9.835 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.9M | 1.33T | 0% |
| Annual Yield % from dividends | 0.40 | 1.20 | 33% |
| Returns for 1 year | 9.56 | 16.43 | 58% |
| Returns for 3 years | 38.06 | 49.97 | 76% |
| Returns for 5 years | 52.19 | 91.44 | 57% |
| Returns for 10 years | 82.91 | N/A | - |
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