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HDPBX vs VTSMX
HDPBX vs VTSMX Comparison
Open Charts HDPBX vs VTSMX
Hodges Blue Chip Equity Income Retail
Price$21.94
Change+$1.98 (+9.92%)
VolumeN/A
Net Assets37.73M
Vanguard Total Stock Mkt Idx I
Price$129.85
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
HDPBX vs VTSMX Comparison Chart
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HDPBX vs. VTSMX commentary
Apr 11, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. HDPBX (37.7M). VTSMX pays higher dividends than HDPBX: VTSMX (1.25) vs HDPBX (0.49). HDPBX was incepted earlier than VTSMX: HDPBX (16 years) vs VTSMX (33 years). HDPBX (1.42) is less costly to investors than VTSMX (0.14). HDPBX is a more actively managed with annual turnover of: 48.00 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 : -5.43 vs. HDPBX (-10.90). VTSMX return over 5 years is better than : 75.41 vs. HDPBX (45.70).
| HDPBX | VTSMX | HDPBX / VTSMX | |
| Total Expense Ratio | 1.30 | 0.14 | 929% |
| Annual Report Gross Expense Ratio | 1.42 | 0.14 | 1,014% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | -15.660 | -15.905 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7M | 1.7T | 0% |
| Annual Yield % from dividends | 0.49 | 1.25 | 39% |
| Returns for 1 year | -10.90 | -5.43 | 201% |
| Returns for 3 years | 0.27 | 8.73 | 3% |
| Returns for 5 years | 45.70 | 75.41 | 61% |
| Returns for 10 years | 34.39 | 131.53 | 26% |
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