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HDPBX vs VFINX
HDPBX vs VFINX Comparison
Open Charts HDPBX vs VFINX
Hodges Blue Chip Equity Income Retail
Price$28.29
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets57.63M
Vanguard 500 Index Investor
Price$622.31
Change+$2.30 (+0.37%)
VolumeN/A
Net Assets1.41T
HDPBX vs VFINX Comparison Chart in %
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HDPBX vs. VFINX commentary
Oct 07, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. HDPBX (57.6M). VFINX pays higher dividends than HDPBX: VFINX (1.05) vs HDPBX (0.24). HDPBX was incepted earlier than VFINX: HDPBX (16 years) vs VFINX (49 years). HDPBX (1.32) is less costly to investors than VFINX (0.14). HDPBX is a more actively managed with annual turnover of: 84.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than HDPBX: VFINX (0) vs HDPBX (1000). VFINX annual gain was more profitable for investors over the last year : 16.84 vs. HDPBX (10.16). VFINX return over 5 years is better than : 96.69 vs. HDPBX (58.14).
| HDPBX | VFINX | HDPBX / VFINX | |
| Total Expense Ratio | 1.30 | 0.14 | 929% |
| Annual Report Gross Expense Ratio | 1.32 | 0.14 | 943% |
| Fund Existence | 16 years | 49 years | - |
| Gain YTD | 19.293 | 14.253 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6M | 1.41T | 0% |
| Annual Yield % from dividends | 0.24 | 1.05 | 23% |
| Returns for 1 year | 10.16 | 16.84 | 60% |
| Returns for 3 years | 68.16 | 84.74 | 80% |
| Returns for 5 years | 58.14 | 96.69 | 60% |
| Returns for 10 years | 98.13 | 233.84 | 42% |
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