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HDPBX vs VFIAX
HDPBX vs VFIAX Comparison
Open Charts HDPBX vs VFIAX
Hodges Blue Chip Equity Income Retail
Price$28.24
Change-$0.30 (-1.05%)
VolumeN/A
Net Assets63.79M
Vanguard 500 Index Admiral
Price$639.62
Change-$3.42 (-0.53%)
VolumeN/A
Net Assets1.47T
HDPBX vs VFIAX Comparison Chart in %
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HDPBX vs. VFIAX commentary
Jan 15, 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 VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. HDPBX (63.8M). VFIAX pays higher dividends than HDPBX: VFIAX (1.12) vs HDPBX (0.25). 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 (19.20) and VFIAX (18.64) have marching annual gain over last year. VFIAX return over 5 years is better than : 84.12 vs. HDPBX (53.90).
| 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 | 1.364 | 1.231 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.8M | 1.48T | 0% |
| Annual Yield % from dividends | 0.25 | 1.12 | 22% |
| Returns for 1 year | 19.20 | 18.64 | 103% |
| Returns for 3 years | 64.31 | 73.55 | 87% |
| Returns for 5 years | 53.90 | 84.12 | 64% |
| Returns for 10 years | 129.25 | 269.26 | 48% |
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