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HDPBX vs VTSAX
HDPBX vs VTSAX Comparison
Open Charts HDPBX vs VTSAX
Hodges Blue Chip Equity Income Retail
Price$23.56
Change-$0.75 (-3.09%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
HDPBX vs VTSAX Comparison Chart
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HDPBX vs. VTSAX 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. HDPBX (43.2M). VTSAX pays higher dividends than HDPBX: VTSAX (1.35) vs HDPBX (0.63). HDPBX was incepted earlier than VTSAX: HDPBX (15 years) vs VTSAX (24 years). HDPBX is a more actively managed with annual turnover of: 53.00 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 : 26.91 vs. HDPBX (20.77). VTSAX return over 5 years is better than : 84.17 vs. HDPBX (38.96).
| HDPBX | VTSAX | HDPBX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 19.700 | 26.390 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.2M | 1.84T | 0% |
| Annual Yield % from dividends | 0.63 | 1.35 | 46% |
| Returns for 1 year | 20.77 | 26.91 | 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 | 192.77 | 39% |
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