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HDPBX vs VITSX
HDPBX vs VITSX Comparison
Open Charts HDPBX vs VITSX
Hodges Blue Chip Equity Income Retail
Price$28.05
Change+$0.21 (+0.75%)
VolumeN/A
Net Assets58.93M
Vanguard Total Stock Market Idx I
Price$158.35
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
HDPBX vs VITSX Comparison Chart in %
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HDPBX vs. VITSX commentary
Nov 20, 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 VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 2.05T vs. HDPBX (58.9M). VITSX pays higher dividends than HDPBX: VITSX (1.12) vs HDPBX (0.24). HDPBX was incepted earlier than VITSX: HDPBX (16 years) vs VITSX (28 years). HDPBX (1.32) is less costly to investors than VITSX (0.03). HDPBX is a more actively managed with annual turnover of: 84.00 vs. VITSX (2.00). HDPBX has a lower initial minimum investment than VITSX: HDPBX (1000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 10.80 vs. HDPBX (3.44). VITSX return over 5 years is better than : 77.65 vs. HDPBX (52.24).
| HDPBX | VITSX | HDPBX / VITSX | |
| Total Expense Ratio | 1.30 | 0.03 | 4,333% |
| Annual Report Gross Expense Ratio | 1.32 | 0.03 | 4,400% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 17.729 | 11.964 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.9M | 2.05T | 0% |
| Annual Yield % from dividends | 0.24 | 1.12 | 22% |
| Returns for 1 year | 3.44 | 10.80 | 32% |
| Returns for 3 years | 51.01 | 63.87 | 80% |
| Returns for 5 years | 52.24 | 77.65 | 67% |
| Returns for 10 years | 87.59 | 214.37 | 41% |
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