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HDPBX vs VITSX
HDPBX vs VITSX Comparison
Open Charts HDPBX vs VITSX
Hodges Blue Chip Equity Income Retail
Price$23.79
Change-$0.48 (-1.98%)
VolumeN/A
Net Assets45.85M
Vanguard Total Stock Market Idx I
Price$139.63
Change-$2.47 (-1.74%)
VolumeN/A
Net Assets1.72T
HDPBX vs VITSX Comparison Chart
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HDPBX vs. VITSX commentary
May 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 Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. HDPBX (45.9M). VITSX pays higher dividends than HDPBX: VITSX (1.37) vs HDPBX (0.49). HDPBX was incepted earlier than VITSX: HDPBX (16 years) vs VITSX (28 years). HDPBX (1.42) is less costly to investors than VITSX (0.03). HDPBX is a more actively managed with annual turnover of: 48.00 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 : 11.10 vs. HDPBX (4.76). VITSX return over 5 years is better than : 96.35 vs. HDPBX (60.13).
| HDPBX | VITSX | HDPBX / VITSX | |
| Total Expense Ratio | 1.30 | 0.03 | 4,333% |
| Annual Report Gross Expense Ratio | 1.42 | 0.03 | 4,733% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 2.552 | 0.776 | 329% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.9M | 1.72T | 0% |
| Annual Yield % from dividends | 0.49 | 1.37 | 36% |
| Returns for 1 year | 4.76 | 11.10 | 43% |
| Returns for 3 years | 37.98 | 49.88 | 76% |
| Returns for 5 years | 60.13 | 96.35 | 62% |
| Returns for 10 years | 67.34 | 175.16 | 38% |
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