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HDPBX vs VFIAX
HDPBX vs VFIAX Comparison
Open Charts HDPBX vs VFIAX
Hodges Blue Chip Equity Income Retail
Price$28.06
Change+$0.14 (+0.50%)
VolumeN/A
Net Assets62.62M
Vanguard 500 Index Admiral
Price$639.70
Change+$2.05 (+0.32%)
VolumeN/A
Net Assets1.48T
HDPBX vs VFIAX Comparison Chart in %
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HDPBX vs. VFIAX commentary
Dec 25, 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 StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. HDPBX (62.6M). VFIAX pays higher dividends than HDPBX: VFIAX (1.11) vs HDPBX (0.24). HDPBX was incepted earlier than VFIAX: HDPBX (16 years) vs VFIAX (25 years). HDPBX (1.32) is less costly to investors than VFIAX (0.04). HDPBX is a more actively managed with annual turnover of: 84.00 vs. VFIAX (2.00). HDPBX has a lower initial minimum investment than VFIAX: HDPBX (1000) vs VFIAX (3000). HDPBX annual gain was more profitable for investors over the last year : 15.94 vs. VFIAX (14.84). VFIAX return over 5 years is better than : 87.51 vs. HDPBX (48.30).
| HDPBX | VFIAX | HDPBX / VFIAX | |
| Total Expense Ratio | 1.30 | 0.04 | 3,250% |
| Annual Report Gross Expense Ratio | 1.32 | 0.04 | 3,300% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 18.659 | 17.903 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.6M | 1.48T | 0% |
| Annual Yield % from dividends | 0.24 | 1.11 | 21% |
| Returns for 1 year | 15.94 | 14.84 | 107% |
| Returns for 3 years | 55.18 | 80.67 | 68% |
| Returns for 5 years | 48.30 | 87.51 | 55% |
| Returns for 10 years | 107.22 | 237.23 | 45% |
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