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HDPBX vs VTSMX
HDPBX vs VTSMX Comparison
Open Charts HDPBX vs VTSMX
Hodges Blue Chip Equity Income Retail
Price$23.79
Change-$0.48 (-1.98%)
VolumeN/A
Net Assets45.85M
Vanguard Total Stock Mkt Idx I
Price$139.57
Change-$2.47 (-1.74%)
VolumeN/A
Net Assets1.72T
HDPBX vs VTSMX Comparison Chart
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HDPBX vs. VTSMX commentary
May 23, 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: 1.72T vs. HDPBX (45.9M). VTSMX pays higher dividends than HDPBX: VTSMX (1.26) 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 : 11.08 vs. HDPBX (4.76). VTSMX return over 5 years is better than : 96.32 vs. HDPBX (60.13).
| 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 | 2.552 | 0.767 | 333% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.9M | 1.72T | 0% |
| Annual Yield % from dividends | 0.49 | 1.26 | 39% |
| Returns for 1 year | 4.76 | 11.08 | 43% |
| Returns for 3 years | 37.98 | 49.86 | 76% |
| Returns for 5 years | 60.13 | 96.32 | 62% |
| Returns for 10 years | 67.34 | 174.58 | 39% |
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