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HDPBX vs VTSAX
HDPBX vs VTSAX Comparison
Open Charts HDPBX vs VTSAX
Hodges Blue Chip Equity Income Retail
Price$26.56
Change-$0.25 (-0.93%)
VolumeN/A
Net Assets53.92M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
HDPBX vs VTSAX Comparison Chart in %
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HDPBX vs. VTSAX commentary
Aug 19, 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: 1.91T vs. HDPBX (53.9M). VTSAX pays higher dividends than HDPBX: VTSAX (1.18) vs HDPBX (0.40). 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: 84.00 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 : 16.22 vs. HDPBX (9.56). VTSAX return over 5 years is better than : 85.86 vs. HDPBX (52.19).
| 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 | 12.316 | 9.275 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.9M | 1.91T | 0% |
| Annual Yield % from dividends | 0.40 | 1.18 | 34% |
| Returns for 1 year | 9.56 | 16.22 | 59% |
| Returns for 3 years | 38.06 | 46.82 | 81% |
| Returns for 5 years | 52.19 | 85.86 | 61% |
| Returns for 10 years | 82.91 | 203.17 | 41% |
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