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HDVFX vs VFWPX
HDVFX vs VFWPX Comparison
Open Charts HDVFX vs VFWPX
HDVFX vs VFWPX Comparison Chart in %
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HDVFX vs. VFWPX commentary
Jun 04, 2026
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 HDVFX is a Hold and VFWPX is a Buy.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 90.7B vs. HDVFX (770M). VFWPX pays higher dividends than HDVFX: VFWPX (2.62) vs HDVFX (2.23). HDVFX was incepted earlier than VFWPX: HDVFX (9 years) vs VFWPX (15 years). HDVFX (0.55) is less costly to investors than VFWPX (0.03). HDVFX is a more actively managed with annual turnover of: 27.00 vs. VFWPX (6.00). HDVFX has a lower initial minimum investment than VFWPX: HDVFX (1000000) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 29.36 vs. HDVFX (23.86). HDVFX return over 5 years is better than : 41.92 vs. VFWPX (36.28).
| HDVFX | VFWPX | HDVFX / VFWPX | |
| Total Expense Ratio | 0.55 | 0.03 | 1,833% |
| Annual Report Gross Expense Ratio | 0.55 | 0.03 | 1,833% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 13.588 | 14.929 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 770M | 90.7B | 1% |
| Annual Yield % from dividends | 2.23 | 2.62 | 85% |
| Returns for 1 year | 23.86 | 29.36 | 81% |
| Returns for 3 years | 60.39 | 60.29 | 100% |
| Returns for 5 years | 41.92 | 36.28 | 116% |
| Returns for 10 years | N/A | 106.34 | - |
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