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HDPBX vs VFIAX
HDPBX vs VFIAX Comparison
Open Charts HDPBX vs VFIAX
Hodges Blue Chip Equity Income Retail
Price$28.53
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets65.22M
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
HDPBX vs VFIAX Comparison Chart in %
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HDPBX vs. VFIAX commentary
Feb 04, 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 StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. HDPBX (65.2M). VFIAX pays higher dividends than HDPBX: VFIAX (1.10) 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 : 16.78 vs. VFIAX (15.49). VFIAX return over 5 years is better than : 78.94 vs. HDPBX (52.56).
| 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 | 2.405 | 1.141 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.2M | 1.48T | 0% |
| Annual Yield % from dividends | 0.24 | 1.10 | 22% |
| Returns for 1 year | 16.78 | 15.49 | 108% |
| Returns for 3 years | 63.38 | 67.56 | 94% |
| Returns for 5 years | 52.56 | 78.94 | 67% |
| Returns for 10 years | 134.65 | 268.61 | 50% |
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