HDPBX
Price
$28.24
Change
-$0.30 (-1.05%)
Updated
Jan 14 closing price
Net Assets
63.79M
VSMPX
Price
$311.35
Change
-$1.37 (-0.44%)
Updated
Jan 14 closing price
Net Assets
2.06T
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HDPBX vs VSMPX

Header iconHDPBX vs VSMPX Comparison
Open Charts HDPBX vs VSMPXBanner chart's image
Hodges Blue Chip Equity Income Retail
Price$28.24
Change-$0.30 (-1.05%)
VolumeN/A
Net Assets63.79M
Vanguard Total Stock Mkt Idx Instl Pls
Price$311.35
Change-$1.37 (-0.44%)
VolumeN/A
Net Assets2.06T
HDPBX vs VSMPX Comparison Chart in %
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VS
HDPBX vs. VSMPX commentary
Jan 15, 2026

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 VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. HDPBX (63.8M). VSMPX pays higher dividends than HDPBX: VSMPX (1.13) vs HDPBX (0.25). HDPBX was incepted earlier than VSMPX: HDPBX (16 years) vs VSMPX (11 years). HDPBX (1.32) is less costly to investors than VSMPX (0.02). HDPBX is a more actively managed with annual turnover of: 84.00 vs. VSMPX (2.00). HDPBX has a lower initial minimum investment than VSMPX: HDPBX (1000) vs VSMPX (100000000). HDPBX (19.20) and VSMPX (18.30) have marching annual gain over last year. VSMPX return over 5 years is better than : 73.71 vs. HDPBX (53.90).
HDPBXVSMPXHDPBX / VSMPX
Total Expense Ratio1.300.026,500%
Annual Report Gross Expense Ratio1.320.026,600%
Fund Existence16 years11 years-
Gain YTD1.3641.68581%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets63.8M2.06T0%
Annual Yield % from dividends0.251.1322%
Returns for 1 year19.2018.30105%
Returns for 3 years64.3170.9891%
Returns for 5 years53.9073.7173%
Returns for 10 years129.25259.4750%
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