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HDPBX vs VITSX
HDPBX vs VITSX Comparison
Open Charts HDPBX vs VITSX
Hodges Blue Chip Equity Income Retail
Price$24.59
Change-$0.43 (-1.72%)
VolumeN/A
Net Assets46.54M
Vanguard Total Stock Market Idx I
Price$144.06
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
HDPBX vs VITSX Comparison Chart
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HDPBX vs. VITSX commentary
Feb 23, 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 StrongBuy and VITSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.84T vs. HDPBX (46.5M). VITSX pays higher dividends than HDPBX: VITSX (1.36) vs HDPBX (0.63). HDPBX was incepted earlier than VITSX: HDPBX (15 years) vs VITSX (28 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 : 17.61 vs. HDPBX (14.25). VITSX return over 5 years is better than : 74.84 vs. HDPBX (45.40).
| HDPBX | VITSX | HDPBX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 3.755 | 2.134 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.5M | 1.84T | 0% |
| Annual Yield % from dividends | 0.63 | 1.36 | 46% |
| Returns for 1 year | 14.25 | 17.61 | 81% |
| Returns for 3 years | 29.42 | 36.80 | 80% |
| Returns for 5 years | 45.40 | 74.84 | 61% |
| Returns for 10 years | 67.02 | 180.75 | 37% |