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HDPBX vs VFINX
HDPBX vs VFINX Comparison
Open Charts HDPBX vs VFINX
Hodges Blue Chip Equity Income Retail
Price$28.42
Change-$0.51 (-1.76%)
VolumeN/A
Net Assets60.3M
Vanguard 500 Index Investor
Price$622.49
Change-$10.47 (-1.65%)
VolumeN/A
Net Assets1.46T
HDPBX vs VFINX Comparison Chart in %
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HDPBX vs. VFINX commentary
Nov 14, 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: 1.46T vs. HDPBX (60.3M). VFINX pays higher dividends than HDPBX: VFINX (1.02) 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 : 12.61 vs. HDPBX (5.59). VFINX return over 5 years is better than : 88.05 vs. HDPBX (54.34).
| 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 | 20.181 | 14.710 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.3M | 1.46T | 0% |
| Annual Yield % from dividends | 0.24 | 1.02 | 24% |
| Returns for 1 year | 5.59 | 12.61 | 44% |
| Returns for 3 years | 54.40 | 70.37 | 77% |
| Returns for 5 years | 54.34 | 88.05 | 62% |
| Returns for 10 years | 96.10 | 228.28 | 42% |