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HDPBX vs VTSMX
HDPBX vs VTSMX Comparison
Open Charts HDPBX vs VTSMX
Hodges Blue Chip Equity Income Retail
Price$26.90
Change+$0.07 (+0.26%)
VolumeN/A
Net Assets54.51M
Vanguard Total Stock Mkt Idx I
Price$155.90
Change+$0.40 (+0.26%)
VolumeN/A
Net Assets1.95T
HDPBX vs VTSMX Comparison Chart in %
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HDPBX vs. VTSMX commentary
Sep 09, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. HDPBX (54.5M). VTSMX pays higher dividends than HDPBX: VTSMX (1.07) vs HDPBX (0.40). HDPBX was incepted earlier than VTSMX: HDPBX (16 years) vs VTSMX (33 years). HDPBX (1.32) is less costly to investors than VTSMX (0.14). HDPBX is a more actively managed with annual turnover of: 84.00 vs. VTSMX (2.00). HDPBX has a lower initial minimum investment than VTSMX: HDPBX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 18.03 vs. HDPBX (14.15). VTSMX return over 5 years is better than : 84.94 vs. HDPBX (52.10).
| HDPBX | VTSMX | HDPBX / VTSMX | |
| Total Expense Ratio | 1.30 | 0.14 | 929% |
| Annual Report Gross Expense Ratio | 1.32 | 0.14 | 943% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 13.754 | 10.330 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.5M | 1.95T | 0% |
| Annual Yield % from dividends | 0.40 | 1.07 | 37% |
| Returns for 1 year | 14.15 | 18.03 | 78% |
| Returns for 3 years | 47.35 | 63.63 | 74% |
| Returns for 5 years | 52.10 | 84.94 | 61% |
| Returns for 10 years | 92.37 | 224.15 | 41% |
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