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HDPBX vs VSMPX
HDPBX vs VSMPX Comparison
Open Charts HDPBX vs VSMPX
Hodges Blue Chip Equity Income Retail
Price$28.53
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets65.22M
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.42
Change+$8.40 (+2.78%)
VolumeN/A
Net Assets2.06T
HDPBX vs VSMPX Comparison Chart in %
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HDPBX vs. VSMPX commentary
Feb 05, 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 StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. HDPBX (65.2M). VSMPX pays higher dividends than HDPBX: VSMPX (1.11) vs HDPBX (0.24). 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 annual gain was more profitable for investors over the last year : 16.78 vs. VSMPX (14.80). VSMPX return over 5 years is better than : 68.28 vs. HDPBX (52.56).
| HDPBX | VSMPX | HDPBX / VSMPX | |
| Total Expense Ratio | 1.30 | 0.02 | 6,500% |
| Annual Report Gross Expense Ratio | 1.32 | 0.02 | 6,600% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 2.405 | 1.381 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.2M | 2.06T | 0% |
| Annual Yield % from dividends | 0.24 | 1.11 | 22% |
| Returns for 1 year | 16.78 | 14.80 | 113% |
| Returns for 3 years | 63.38 | 64.07 | 99% |
| Returns for 5 years | 52.56 | 68.28 | 77% |
| Returns for 10 years | 134.65 | 259.26 | 52% |
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