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HDPBX vs VSMPX
HDPBX vs VSMPX Comparison
Open Charts HDPBX vs VSMPX
Hodges Blue Chip Equity Income Retail
Price$26.83
Change-$0.09 (-0.33%)
VolumeN/A
Net Assets54.54M
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
HDPBX vs VSMPX Comparison Chart in %
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HDPBX vs. VSMPX commentary
Sep 06, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. HDPBX (54.5M). VSMPX pays higher dividends than HDPBX: VSMPX (1.17) vs HDPBX (0.40). HDPBX was incepted earlier than VSMPX: HDPBX (16 years) vs VSMPX (10 years). HDPBX (1.32) is less costly to investors than VSMPX (0.02). HDPBX is a more actively managed with annual turnover of: 84.00 vs. VSMPX (2.00). HDPBX has a lower initial minimum investment than VSMPX: HDPBX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 18.28 vs. HDPBX (11.96). VSMPX return over 5 years is better than : 85.39 vs. HDPBX (51.05).
| HDPBX | VSMPX | HDPBX / VSMPX | |
| Total Expense Ratio | 1.30 | 0.02 | 6,500% |
| Annual Report Gross Expense Ratio | 1.32 | 0.02 | 6,600% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 13.838 | 10.574 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.5M | 1.95T | 0% |
| Annual Yield % from dividends | 0.40 | 1.17 | 34% |
| Returns for 1 year | 11.96 | 18.28 | 65% |
| Returns for 3 years | 52.72 | 64.03 | 82% |
| Returns for 5 years | 51.05 | 85.39 | 60% |
| Returns for 10 years | 94.21 | 215.19 | 44% |
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