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HDPBX vs VFINX
HDPBX vs VFINX Comparison
Open Charts HDPBX vs VFINX
Hodges Blue Chip Equity Income Retail
Price$28.31
Change+$0.28 (+1.00%)
VolumeN/A
Net Assets57.45M
Vanguard 500 Index Investor
Price$621.99
Change+$6.57 (+1.07%)
VolumeN/A
Net Assets1.41T
HDPBX vs VFINX Comparison Chart in %
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HDPBX vs. VFINX commentary
Oct 21, 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 Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. HDPBX (57.5M). VFINX pays higher dividends than HDPBX: VFINX (1.05) vs HDPBX (0.24). HDPBX was incepted earlier than VFINX: HDPBX (16 years) vs VFINX (49 years). HDPBX (1.32) is less costly to investors than VFINX (0.14). HDPBX is a more actively managed with annual turnover of: 84.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than HDPBX: VFINX (0) vs HDPBX (1000). VFINX annual gain was more profitable for investors over the last year : 14.15 vs. HDPBX (6.80). VFINX return over 5 years is better than : 91.55 vs. HDPBX (53.77).
| HDPBX | VFINX | HDPBX / VFINX | |
| Total Expense Ratio | 1.30 | 0.14 | 929% |
| Annual Report Gross Expense Ratio | 1.32 | 0.14 | 943% |
| Fund Existence | 16 years | 49 years | - |
| Gain YTD | 18.532 | 13.407 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.5M | 1.41T | 0% |
| Annual Yield % from dividends | 0.24 | 1.05 | 23% |
| Returns for 1 year | 6.80 | 14.15 | 48% |
| Returns for 3 years | 64.30 | 79.37 | 81% |
| Returns for 5 years | 53.77 | 91.55 | 59% |
| Returns for 10 years | 94.81 | 228.72 | 41% |
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