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HDPBX vs VTSMX
HDPBX vs VTSMX Comparison
Open Charts HDPBX vs VTSMX
Hodges Blue Chip Equity Income Retail
Price$24.49
Change+$0.14 (+0.57%)
VolumeN/A
Net Assets43.74M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
HDPBX vs VTSMX Comparison Chart
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HDPBX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. HDPBX (43.7M). 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 : 25.24 vs. HDPBX (20.94). VTSMX return over 5 years is better than : 76.07 vs. HDPBX (45.40).
| 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 | 3.333 | 2.241 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7M | 1.78T | 0% |
| Annual Yield % from dividends | 0.63 | 1.26 | 50% |
| Returns for 1 year | 20.94 | 25.24 | 83% |
| Returns for 3 years | 21.54 | 28.94 | 74% |
| Returns for 5 years | 45.40 | 76.07 | 60% |
| Returns for 10 years | 82.61 | 194.99 | 42% |
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