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HDPBX vs VSTSX
HDPBX vs VSTSX Comparison
Open Charts HDPBX vs VSTSX
Hodges Blue Chip Equity Income Retail
Price$28.06
Change+$0.14 (+0.50%)
VolumeN/A
Net Assets62.62M
Vanguard Total Stock Mkt Idx Instl Sel
Price$325.76
Change+$1.02 (+0.31%)
VolumeN/A
Net Assets2.06T
HDPBX vs VSTSX Comparison Chart in %
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HDPBX vs. VSTSX commentary
Dec 25, 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.06T vs. HDPBX (62.6M). VSTSX pays higher dividends than HDPBX: VSTSX (1.12) vs HDPBX (0.24). HDPBX was incepted earlier than VSTSX: HDPBX (16 years) vs VSTSX (10 years). HDPBX (1.32) is less costly to investors than VSTSX (0.01). HDPBX is a more actively managed with annual turnover of: 84.00 vs. VSTSX (2.00). HDPBX has a lower initial minimum investment than VSTSX: HDPBX (1000) vs VSTSX (5000000000). HDPBX annual gain was more profitable for investors over the last year : 15.94 vs. VSTSX (14.44). VSTSX return over 5 years is better than : 76.94 vs. HDPBX (48.30).
| HDPBX | VSTSX | HDPBX / VSTSX | |
| Total Expense Ratio | 1.30 | 0.01 | 13,000% |
| Annual Report Gross Expense Ratio | 1.32 | 0.01 | 13,200% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 18.659 | 17.386 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.6M | 2.06T | 0% |
| Annual Yield % from dividends | 0.24 | 1.12 | 21% |
| Returns for 1 year | 15.94 | 14.44 | 110% |
| Returns for 3 years | 55.18 | 78.14 | 71% |
| Returns for 5 years | 48.30 | 76.94 | 63% |
| Returns for 10 years | 107.22 | N/A | - |
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