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HDPBX vs VFIAX
HDPBX vs VFIAX Comparison
Open Charts HDPBX vs VFIAX
Hodges Blue Chip Equity Income Retail
Price$26.56
Change-$0.25 (-0.93%)
VolumeN/A
Net Assets53.92M
Vanguard 500 Index Admiral
Price$595.96
Change-$1.60 (-0.27%)
VolumeN/A
Net Assets1.33T
HDPBX vs VFIAX Comparison Chart in %
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HDPBX vs. VFIAX 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 VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.33T vs. HDPBX (53.9M). VFIAX pays higher dividends than HDPBX: VFIAX (1.18) vs HDPBX (0.40). HDPBX was incepted earlier than VFIAX: HDPBX (16 years) vs VFIAX (25 years). HDPBX (1.42) is less costly to investors than VFIAX (0.04). HDPBX is a more actively managed with annual turnover of: 84.00 vs. VFIAX (2.00). HDPBX has a lower initial minimum investment than VFIAX: HDPBX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 16.41 vs. HDPBX (9.56). VFIAX return over 5 years is better than : 91.33 vs. HDPBX (52.19).
| HDPBX | VFIAX | HDPBX / VFIAX | |
| Total Expense Ratio | 1.30 | 0.04 | 3,250% |
| Annual Report Gross Expense Ratio | 1.42 | 0.04 | 3,550% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 12.316 | 9.826 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.9M | 1.33T | 0% |
| Annual Yield % from dividends | 0.40 | 1.18 | 34% |
| Returns for 1 year | 9.56 | 16.41 | 58% |
| Returns for 3 years | 38.06 | 49.89 | 76% |
| Returns for 5 years | 52.19 | 91.33 | 57% |
| Returns for 10 years | 82.91 | 207.61 | 40% |