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HDPBX vs VTSAX
HDPBX vs VTSAX Comparison
Open Charts HDPBX vs VTSAX
Hodges Blue Chip Equity Income Retail
Price$26.22
Change+$0.23 (+0.88%)
VolumeN/A
Net Assets51.71M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
HDPBX vs VTSAX Comparison Chart in %
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HDPBX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. HDPBX (51.7M). VTSAX pays higher dividends than HDPBX: VTSAX (1.21) vs HDPBX (0.41). HDPBX was incepted earlier than VTSAX: HDPBX (16 years) vs VTSAX (25 years). HDPBX (1.42) is less costly to investors than VTSAX (0.04). HDPBX is a more actively managed with annual turnover of: 48.00 vs. VTSAX (2.00). HDPBX has a lower initial minimum investment than VTSAX: HDPBX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. HDPBX (8.78). VTSAX return over 5 years is better than : 95.62 vs. HDPBX (63.27).
| HDPBX | VTSAX | HDPBX / VTSAX | |
| Total Expense Ratio | 1.30 | 0.04 | 3,250% |
| Annual Report Gross Expense Ratio | 1.42 | 0.04 | 3,550% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 10.878 | 6.416 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.7M | 1.82T | 0% |
| Annual Yield % from dividends | 0.41 | 1.21 | 34% |
| Returns for 1 year | 8.78 | 13.89 | 63% |
| Returns for 3 years | 53.27 | 62.12 | 86% |
| Returns for 5 years | 63.27 | 95.62 | 66% |
| Returns for 10 years | 85.75 | 198.69 | 43% |
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