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HDPBX vs VITSX
HDPBX vs VITSX Comparison
Open Charts HDPBX vs VITSX
Hodges Blue Chip Equity Income Retail
Price$23.56
Change-$0.75 (-3.09%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Market Idx I
Price$141.31
Change-$4.59 (-3.15%)
VolumeN/A
CapitalizationN/A
HDPBX vs VITSX Comparison Chart
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HDPBX vs. VITSX commentary
Dec 19, 2024
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 VITSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.84T vs. HDPBX (43.2M). VITSX pays higher dividends than HDPBX: VITSX (1.36) vs HDPBX (0.63). HDPBX was incepted earlier than VITSX: HDPBX (15 years) vs VITSX (27 years). HDPBX is a more actively managed with annual turnover of: 53.00 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 : 26.92 vs. HDPBX (20.77). VITSX return over 5 years is better than : 84.17 vs. HDPBX (38.96).
| HDPBX | VITSX | HDPBX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 19.700 | 26.395 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.2M | 1.84T | 0% |
| Annual Yield % from dividends | 0.63 | 1.36 | 46% |
| Returns for 1 year | 20.77 | 26.92 | 77% |
| Returns for 3 years | 10.17 | 27.89 | 36% |
| Returns for 5 years | 38.96 | 84.17 | 46% |
| Returns for 10 years | 74.82 | 192.73 | 39% |
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| JHASX | 10.69 | N/A | N/A |
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| GARVX | 9.70 | N/A | N/A |
| Goldman Sachs Global Rl Estt Secs R6 | |||
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| Neuberger Berman Equity Income E | |||
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| American Century International Gr I | |||