HDPBX
Price
$24.49
Change
+$0.14 (+0.57%)
Updated
Jan 17 closing price
Net Assets
43.74M
VTSAX
Price
$144.19
Change
+$1.35 (+0.95%)
Updated
Jan 17 closing price
Net Assets
1.78T
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HDPBX vs VTSAX

Header iconHDPBX vs VTSAX Comparison
Open Charts HDPBX vs VTSAXBanner chart's image
Hodges Blue Chip Equity Income Retail
Price$24.49
Change+$0.14 (+0.57%)
VolumeN/A
Net Assets43.74M
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
HDPBX vs VTSAX Comparison Chart
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VS
HDPBX vs. VTSAX commentary
Jan 19, 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 Hold and VTSAX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. HDPBX (43.7M). 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 : 25.26 vs. HDPBX (20.94). VTSAX return over 5 years is better than : 76.10 vs. HDPBX (45.40).
HDPBXVTSAXHDPBX / VTSAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence15 years24 years-
Gain YTD3.3332.241149%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets43.7M1.78T0%
Annual Yield % from dividends0.631.3546%
Returns for 1 year20.9425.2683%
Returns for 3 years21.5428.9674%
Returns for 5 years45.4076.1060%
Returns for 10 years82.61195.6342%
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