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HDPBX vs VTSMX
HDPBX vs VTSMX Comparison
Open Charts HDPBX vs VTSMX
Hodges Blue Chip Equity Income Retail
Price$23.56
Change-$0.75 (-3.09%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
HDPBX vs VTSMX Comparison Chart
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HDPBX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. HDPBX (43.2M). VTSMX pays higher dividends than HDPBX: VTSMX (1.26) vs HDPBX (0.63). HDPBX was incepted earlier than VTSMX: HDPBX (15 years) vs VTSMX (33 years). HDPBX is a more actively managed with annual turnover of: 53.00 vs. VTSMX (2.00). HDPBX has a lower initial minimum investment than VTSMX: HDPBX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 26.90 vs. HDPBX (20.77). VTSMX return over 5 years is better than : 84.16 vs. HDPBX (38.96).
| HDPBX | VTSMX | HDPBX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 19.700 | 26.352 | 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 | 1.26 | 50% |
| Returns for 1 year | 20.77 | 26.90 | 77% |
| Returns for 3 years | 10.17 | 27.88 | 36% |
| Returns for 5 years | 38.96 | 84.16 | 46% |
| Returns for 10 years | 74.82 | 192.04 | 39% |