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HDPBX vs VSTSX
HDPBX vs VSTSX Comparison
Open Charts HDPBX vs VSTSX
Hodges Blue Chip Equity Income Retail
Price$28.31
Change+$0.28 (+1.00%)
VolumeN/A
Net Assets57.45M
Vanguard Total Stock Mkt Idx Instl Sel
Price$317.21
Change+$3.54 (+1.13%)
VolumeN/A
Net Assets2.02T
HDPBX vs VSTSX Comparison Chart in %
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HDPBX vs. VSTSX commentary
Oct 21, 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 Hold and VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 2.02T vs. HDPBX (57.5M). VSTSX pays higher dividends than HDPBX: VSTSX (1.15) vs HDPBX (0.24). HDPBX was incepted earlier than VSTSX: HDPBX (16 years) vs VSTSX (9 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). VSTSX annual gain was more profitable for investors over the last year : 13.82 vs. HDPBX (6.80). VSTSX return over 5 years is better than : 85.01 vs. HDPBX (53.77).
| 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 | 9 years | - |
| Gain YTD | 18.532 | 13.029 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.5M | 2.02T | 0% |
| Annual Yield % from dividends | 0.24 | 1.15 | 21% |
| Returns for 1 year | 6.80 | 13.82 | 49% |
| Returns for 3 years | 64.30 | 76.16 | 84% |
| Returns for 5 years | 53.77 | 85.01 | 63% |
| Returns for 10 years | 94.81 | N/A | - |
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