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HDPBX vs VITSX
HDPBX vs VITSX Comparison
Open Charts HDPBX vs VITSX
Hodges Blue Chip Equity Income Retail
Price$26.90
Change+$0.07 (+0.26%)
VolumeN/A
Net Assets54.51M
Vanguard Total Stock Market Idx I
Price$155.98
Change+$0.40 (+0.26%)
VolumeN/A
Net Assets1.95T
HDPBX vs VITSX Comparison Chart in %
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HDPBX vs. VITSX commentary
Sep 09, 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 StrongBuy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.95T vs. HDPBX (54.5M). VITSX pays higher dividends than HDPBX: VITSX (1.17) vs HDPBX (0.40). HDPBX was incepted earlier than VITSX: HDPBX (16 years) vs VITSX (28 years). HDPBX (1.32) 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 : 18.04 vs. HDPBX (14.15). VITSX return over 5 years is better than : 84.98 vs. HDPBX (52.10).
| HDPBX | VITSX | HDPBX / VITSX | |
| Total Expense Ratio | 1.30 | 0.03 | 4,333% |
| Annual Report Gross Expense Ratio | 1.32 | 0.03 | 4,400% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 13.754 | 10.352 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.5M | 1.95T | 0% |
| Annual Yield % from dividends | 0.40 | 1.17 | 34% |
| Returns for 1 year | 14.15 | 18.04 | 78% |
| Returns for 3 years | 47.35 | 63.66 | 74% |
| Returns for 5 years | 52.10 | 84.98 | 61% |
| Returns for 10 years | 92.37 | 224.85 | 41% |
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