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HDPBX vs VITSX
HDPBX vs VITSX Comparison
Open Charts HDPBX vs VITSX
Hodges Blue Chip Equity Income Retail
Price$26.22
Change+$0.23 (+0.88%)
VolumeN/A
Net Assets51.71M
Vanguard Total Stock Market Idx I
Price$150.04
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
HDPBX vs VITSX Comparison Chart in %
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HDPBX vs. VITSX commentary
Jul 07, 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: 1.82T vs. HDPBX (51.7M). 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: 48.00 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 : 13.90 vs. HDPBX (8.78). VITSX return over 5 years is better than : 95.64 vs. HDPBX (63.27).
| 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 | 10.878 | 6.423 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.7M | 1.82T | 0% |
| Annual Yield % from dividends | 0.41 | 1.22 | 33% |
| Returns for 1 year | 8.78 | 13.90 | 63% |
| Returns for 3 years | 53.27 | 62.12 | 86% |
| Returns for 5 years | 63.27 | 95.64 | 66% |
| Returns for 10 years | 85.75 | 198.64 | 43% |
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