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HDPBX vs VITSX
HDPBX vs VITSX Comparison
Open Charts HDPBX vs VITSX
Hodges Blue Chip Equity Income Retail
Price$26.41
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets54.19M
Vanguard Total Stock Market Idx I
Price$152.68
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
HDPBX vs VITSX Comparison Chart in %
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HDPBX vs. VITSX commentary
Jul 27, 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 (54.2M). VITSX pays higher dividends than HDPBX: VITSX (1.22) vs HDPBX (0.41). 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 : 17.76 vs. HDPBX (12.21). VITSX return over 5 years is better than : 93.55 vs. HDPBX (62.00).
| 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 | 11.682 | 8.295 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.2M | 1.91T | 0% |
| Annual Yield % from dividends | 0.41 | 1.22 | 33% |
| Returns for 1 year | 12.21 | 17.76 | 69% |
| Returns for 3 years | 49.49 | 60.63 | 82% |
| Returns for 5 years | 62.00 | 93.55 | 66% |
| Returns for 10 years | 81.41 | 201.65 | 40% |
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