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HDPBX vs VTSAX
HDPBX vs VTSAX Comparison
Open Charts HDPBX vs VTSAX
Hodges Blue Chip Equity Income Retail
Price$24.60
Change-$0.29 (-1.17%)
VolumeN/A
Net Assets46.21M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
HDPBX vs VTSAX Comparison Chart
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HDPBX vs. VTSAX commentary
Jun 15, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. HDPBX (46.2M). VTSAX pays higher dividends than HDPBX: VTSAX (1.28) vs HDPBX (0.46). HDPBX was incepted earlier than VTSAX: HDPBX (16 years) vs VTSAX (25 years). HDPBX (1.42) is less costly to investors than VTSAX (0.04). HDPBX is a more actively managed with annual turnover of: 48.00 vs. VTSAX (2.00). HDPBX has a lower initial minimum investment than VTSAX: HDPBX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 10.07 vs. HDPBX (4.12). VTSAX return over 5 years is better than : 91.40 vs. HDPBX (58.55).
| HDPBX | VTSAX | HDPBX / VTSAX | |
| Total Expense Ratio | 1.30 | 0.04 | 3,250% |
| Annual Report Gross Expense Ratio | 1.42 | 0.04 | 3,550% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 3.946 | 1.365 | 289% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.2M | 1.82T | 0% |
| Annual Yield % from dividends | 0.46 | 1.28 | 36% |
| Returns for 1 year | 4.12 | 10.07 | 41% |
| Returns for 3 years | 42.56 | 57.61 | 74% |
| Returns for 5 years | 58.55 | 91.40 | 64% |
| Returns for 10 years | 72.19 | 179.53 | 40% |
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