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HDPBX vs VITSX
HDPBX vs VITSX Comparison
Open Charts HDPBX vs VITSX
Hodges Blue Chip Equity Income Retail
Price$26.56
Change-$0.25 (-0.93%)
VolumeN/A
Net Assets53.92M
Vanguard Total Stock Market Idx I
Price$154.06
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
HDPBX vs VITSX Comparison Chart in %
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HDPBX vs. VITSX commentary
Aug 19, 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 Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.91T vs. HDPBX (53.9M). VITSX pays higher dividends than HDPBX: VITSX (1.19) vs HDPBX (0.40). HDPBX was incepted earlier than VITSX: HDPBX (16 years) vs VITSX (28 years). HDPBX (1.42) is less costly to investors than VITSX (0.03). HDPBX is a more actively managed with annual turnover of: 84.00 vs. VITSX (2.00). HDPBX has a lower initial minimum investment than VITSX: HDPBX (1000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 16.21 vs. HDPBX (9.56). VITSX return over 5 years is better than : 85.84 vs. HDPBX (52.19).
| HDPBX | VITSX | HDPBX / VITSX | |
| Total Expense Ratio | 1.30 | 0.03 | 4,333% |
| Annual Report Gross Expense Ratio | 1.42 | 0.03 | 4,733% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 12.316 | 9.274 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.9M | 1.91T | 0% |
| Annual Yield % from dividends | 0.40 | 1.19 | 34% |
| Returns for 1 year | 9.56 | 16.21 | 59% |
| Returns for 3 years | 38.06 | 46.82 | 81% |
| Returns for 5 years | 52.19 | 85.84 | 61% |
| Returns for 10 years | 82.91 | 203.16 | 41% |
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