Interact to see
Advertisement
Advertisement
HDPBX vs VSTSX
HDPBX vs VSTSX Comparison
Open Charts HDPBX vs VSTSX
Hodges Blue Chip Equity Income Retail
Price$26.41
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets54.19M
Vanguard Total Stock Mkt Idx Instl Sel
Price$300.61
Change+$1.32 (+0.44%)
VolumeN/A
Net Assets1.91T
HDPBX vs VSTSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HDPBX vs. VSTSX commentary
Jul 27, 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 Buy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. HDPBX (54.2M). VSTSX pays higher dividends than HDPBX: VSTSX (1.23) vs HDPBX (0.41). HDPBX was incepted earlier than VSTSX: HDPBX (16 years) vs VSTSX (9 years). HDPBX (1.42) 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 : 17.78 vs. HDPBX (12.21). VSTSX return over 5 years is better than : 93.67 vs. HDPBX (62.00).
| HDPBX | VSTSX | HDPBX / VSTSX | |
| Total Expense Ratio | 1.30 | 0.01 | 13,000% |
| Annual Report Gross Expense Ratio | 1.42 | 0.01 | 14,200% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 11.682 | 8.300 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.2M | 1.91T | 0% |
| Annual Yield % from dividends | 0.41 | 1.23 | 33% |
| Returns for 1 year | 12.21 | 17.78 | 69% |
| Returns for 3 years | 49.49 | 60.72 | 82% |
| Returns for 5 years | 62.00 | 93.67 | 66% |
| Returns for 10 years | 81.41 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement