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HDPBX vs VTSMX
HDPBX vs VTSMX Comparison
Open Charts HDPBX vs VTSMX
Hodges Blue Chip Equity Income Retail
Price$28.29
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets57.63M
Vanguard Total Stock Mkt Idx I
Price$161.19
Change+$0.60 (+0.37%)
VolumeN/A
Net Assets2.02T
HDPBX vs VTSMX Comparison Chart in %
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HDPBX vs. VTSMX commentary
Oct 07, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. HDPBX (57.6M). VTSMX pays higher dividends than HDPBX: VTSMX (1.04) vs HDPBX (0.24). HDPBX was incepted earlier than VTSMX: HDPBX (16 years) vs VTSMX (33 years). HDPBX (1.32) is less costly to investors than VTSMX (0.14). HDPBX is a more actively managed with annual turnover of: 84.00 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 : 16.79 vs. HDPBX (10.16). VTSMX return over 5 years is better than : 89.96 vs. HDPBX (58.14).
| HDPBX | VTSMX | HDPBX / VTSMX | |
| Total Expense Ratio | 1.30 | 0.14 | 929% |
| Annual Report Gross Expense Ratio | 1.32 | 0.14 | 943% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 19.293 | 13.963 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6M | 2.02T | 0% |
| Annual Yield % from dividends | 0.24 | 1.04 | 24% |
| Returns for 1 year | 10.16 | 16.79 | 61% |
| Returns for 3 years | 68.16 | 81.38 | 84% |
| Returns for 5 years | 58.14 | 89.96 | 65% |
| Returns for 10 years | 98.13 | 229.85 | 43% |
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