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HDPBX vs VTSMX
HDPBX vs VTSMX Comparison
Open Charts HDPBX vs VTSMX
Hodges Blue Chip Equity Income Retail
Price$26.41
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets54.19M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
HDPBX vs VTSMX Comparison Chart in %
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HDPBX vs. VTSMX commentary
Jul 27, 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: 1.91T vs. HDPBX (54.2M). VTSMX pays higher dividends than HDPBX: VTSMX (1.12) vs HDPBX (0.41). 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: 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 : 17.75 vs. HDPBX (12.21). VTSMX return over 5 years is better than : 93.51 vs. HDPBX (62.00).
| 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 | 11.682 | 8.287 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.2M | 1.91T | 0% |
| Annual Yield % from dividends | 0.41 | 1.12 | 36% |
| Returns for 1 year | 12.21 | 17.75 | 69% |
| Returns for 3 years | 49.49 | 60.60 | 82% |
| Returns for 5 years | 62.00 | 93.51 | 66% |
| Returns for 10 years | 81.41 | 200.97 | 41% |
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