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HDPBX vs VTSMX
HDPBX vs VTSMX Comparison
Open Charts HDPBX vs VTSMX
HDPBX vs VTSMX Comparison Chart in %
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HDPBX vs. VTSMX commentary
Aug 23, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.29T vs. HDPBX (73.1M). VTSMX pays higher dividends than HDPBX: VTSMX (0.99) vs HDPBX (0.14). HDPBX was incepted earlier than VTSMX: HDPBX (17 years) vs VTSMX (34 years). HDPBX (1.34) is less costly to investors than VTSMX (0.06). HDPBX is a more actively managed with annual turnover of: 55.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than HDPBX: VTSMX (0) vs HDPBX (1000). VTSMX annual gain was more profitable for investors over the last year : 21.03 vs. HDPBX (15.97). VTSMX return over 5 years is better than : 66.56 vs. HDPBX (46.06).
| HDPBX | VTSMX | HDPBX / VTSMX | |
| Total Expense Ratio | 1.30 | 0.06 | 2,167% |
| Annual Report Gross Expense Ratio | 1.34 | 0.06 | 2,233% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 9.074 | 12.869 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.1M | 2.29T | 0% |
| Annual Yield % from dividends | 0.14 | 0.99 | 14% |
| Returns for 1 year | 15.97 | 21.03 | 76% |
| Returns for 3 years | 60.99 | 74.28 | 82% |
| Returns for 5 years | 46.06 | 66.56 | 69% |
| Returns for 10 years | 118.52 | 249.18 | 48% |
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