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HDPBX vs VSTSX
HDPBX vs VSTSX Comparison
Open Charts HDPBX vs VSTSX
Hodges Blue Chip Equity Income Retail
Price$26.22
Change+$0.23 (+0.88%)
VolumeN/A
Net Assets51.71M
Vanguard Total Stock Mkt Idx Instl Sel
Price$295.41
Change+$2.52 (+0.86%)
VolumeN/A
Net Assets1.82T
HDPBX vs VSTSX Comparison Chart in %
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HDPBX vs. VSTSX commentary
Jul 07, 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: 1.82T vs. HDPBX (51.7M). 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: 48.00 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 : 13.91 vs. HDPBX (8.78). VSTSX return over 5 years is better than : 95.76 vs. HDPBX (63.27).
| 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 | 10.878 | 6.427 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.7M | 1.82T | 0% |
| Annual Yield % from dividends | 0.41 | 1.23 | 33% |
| Returns for 1 year | 8.78 | 13.91 | 63% |
| Returns for 3 years | 53.27 | 62.21 | 86% |
| Returns for 5 years | 63.27 | 95.76 | 66% |
| Returns for 10 years | 85.75 | N/A | - |
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