Hodges Blue Chip Equity Income Fund (HDPBX) Alternatives
Hodges Blue Chip Equity Income Fund (HDPBX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HDPBX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to HDPBX
HDPBX charges 1.30% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among HDPBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | HDPBX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | HDPBX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | HDPBX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | HDPBX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | HDPBX vs SSSYX |
Best Risk-Adjusted Alternatives to HDPBX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | HDPBX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | HDPBX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | HDPBX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | HDPBX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | HDPBX vs DHAMX |
Top Performing HDPBX Alternatives (YTD)
HDPBX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | HDPBX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | HDPBX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | HDPBX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | HDPBX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | HDPBX vs RCKSX |
Lowest Volatility Alternatives to HDPBX
HDPBX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | HDPBX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | HDPBX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | HDPBX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | HDPBX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | HDPBX vs QUERX |
Lowest Drawdown Alternatives to HDPBX
HDPBX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | HDPBX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | HDPBX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | HDPBX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | HDPBX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | HDPBX vs GQEIX |
Other Mutual Funds from Hodges
Most popular Hodges mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Hodges Fund | Mid Cap Blend Equities | 43 | -5.28% | Oct 9, 1992 | HDPBX vs HDPMX | |
| Hodges Small Cap Fund | Small Cap Blend Equities | 34 | 1.99% | Dec 18, 2007 | HDPBX vs HDPSX | |
| Hodges Small Intrinsic Value Fund | Small Cap Value Equities | 20 | -0.33% | Dec 26, 2013 | HDPBX vs HDSVX |
Often Compared With HDPBX
What investors most often compare with HDPBX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco S&P MidCap Momentum ETF | Mid Cap Growth Equities | 80 | 4.93% | Mar 3, 2005 | HDPBX vs XMMO | |
| State Street SPDR Portfolio S&P 500 Growth ETF | S&P 500, Large Cap Growth Equities | 66 | -8.12% | Sep 25, 2000 | HDPBX vs SPYG | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | HDPBX vs SPY |
Compare HDPBX with Any Fund or Stock
Compare HDPBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.