HDPBX vs. HDPMX
Compare and contrast key facts about Hodges Blue Chip Equity Income Fund (HDPBX) and Hodges Fund (HDPMX).
HDPBX is managed by Hodges. It was launched on Sep 10, 2009. HDPMX is managed by Hodges. It was launched on Oct 9, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HDPBX or HDPMX.
Correlation
The correlation between HDPBX and HDPMX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
HDPBX vs. HDPMX - Performance Comparison
Key characteristics
HDPBX:
1.15
HDPMX:
1.15
HDPBX:
1.40
HDPMX:
1.66
HDPBX:
1.26
HDPMX:
1.21
HDPBX:
1.31
HDPMX:
1.50
HDPBX:
3.66
HDPMX:
4.11
HDPBX:
5.55%
HDPMX:
6.60%
HDPBX:
17.74%
HDPMX:
23.47%
HDPBX:
-37.07%
HDPMX:
-70.79%
HDPBX:
-9.53%
HDPMX:
-0.82%
Returns By Period
In the year-to-date period, HDPBX achieves a 6.33% return, which is significantly lower than HDPMX's 16.08% return. Over the past 10 years, HDPBX has underperformed HDPMX with an annualized return of 5.89%, while HDPMX has yielded a comparatively higher 7.55% annualized return.
HDPBX
6.33%
3.96%
3.46%
18.84%
8.18%
5.89%
HDPMX
16.08%
8.01%
26.78%
22.19%
17.20%
7.55%
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HDPBX vs. HDPMX - Expense Ratio Comparison
HDPBX has a 1.30% expense ratio, which is higher than HDPMX's 1.17% expense ratio.
Risk-Adjusted Performance
HDPBX vs. HDPMX — Risk-Adjusted Performance Rank
HDPBX
HDPMX
HDPBX vs. HDPMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hodges Blue Chip Equity Income Fund (HDPBX) and Hodges Fund (HDPMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HDPBX vs. HDPMX - Dividend Comparison
HDPBX's dividend yield for the trailing twelve months is around 0.52%, while HDPMX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDPBX Hodges Blue Chip Equity Income Fund | 0.52% | 0.55% | 0.90% | 0.67% | 0.53% | 0.75% | 0.75% | 1.01% | 0.92% | 1.01% | 0.11% | 0.21% |
HDPMX Hodges Fund | 0.00% | 0.00% | 0.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.04% | 0.00% |
Drawdowns
HDPBX vs. HDPMX - Drawdown Comparison
The maximum HDPBX drawdown since its inception was -37.07%, smaller than the maximum HDPMX drawdown of -70.79%. Use the drawdown chart below to compare losses from any high point for HDPBX and HDPMX. For additional features, visit the drawdowns tool.
Volatility
HDPBX vs. HDPMX - Volatility Comparison
The current volatility for Hodges Blue Chip Equity Income Fund (HDPBX) is 4.71%, while Hodges Fund (HDPMX) has a volatility of 6.95%. This indicates that HDPBX experiences smaller price fluctuations and is considered to be less risky than HDPMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.