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HDPBX vs VTSMX
HDPBX vs VTSMX Comparison
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HDPBX vs VTSMX Comparison Chart in %
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HDPBX vs. VTSMX commentary
Jun 03, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.2T vs. HDPBX (72.6M). VTSMX pays higher dividends than HDPBX: VTSMX (0.93) vs HDPBX (0.19). HDPBX was incepted earlier than VTSMX: HDPBX (17 years) vs VTSMX (34 years). HDPBX (1.32) is less costly to investors than VTSMX (0.06). HDPBX is a more actively managed with annual turnover of: 84.00 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 : 28.26 vs. HDPBX (23.35). VTSMX return over 5 years is better than : 72.41 vs. HDPBX (48.27).
| HDPBX | VTSMX | HDPBX / VTSMX | |
| Total Expense Ratio | 1.30 | 0.06 | 2,167% |
| Annual Report Gross Expense Ratio | 1.32 | 0.06 | 2,200% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 7.917 | 11.384 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.6M | 2.2T | 0% |
| Annual Yield % from dividends | 0.19 | 0.93 | 21% |
| Returns for 1 year | 23.35 | 28.26 | 83% |
| Returns for 3 years | 65.03 | 76.02 | 86% |
| Returns for 5 years | 48.27 | 72.41 | 67% |
| Returns for 10 years | 124.05 | 259.99 | 48% |
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