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HDVFX vs VTIAX
HDVFX vs VTIAX Comparison
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HDVFX vs VTIAX Comparison Chart in %
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HDVFX vs. VTIAX commentary
Aug 03, 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 VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 650B vs. HDVFX (746M). VTIAX pays higher dividends than HDVFX: VTIAX (2.55) vs HDVFX (2.22). HDVFX was incepted earlier than VTIAX: HDVFX (9 years) vs VTIAX (16 years). HDVFX (0.55) is less costly to investors than VTIAX (0.09). HDVFX is a more actively managed with annual turnover of: 27.00 vs. VTIAX (4.00). VTIAX has a lower initial minimum investment than HDVFX: VTIAX (3000) vs HDVFX (1000000). VTIAX annual gain was more profitable for investors over the last year : 24.88 vs. HDVFX (21.41). HDVFX return over 5 years is better than : 45.98 vs. VTIAX (36.68).
| HDVFX | VTIAX | HDVFX / VTIAX | |
| Total Expense Ratio | 0.55 | 0.09 | 611% |
| Annual Report Gross Expense Ratio | 0.55 | 0.09 | 611% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 13.320 | 12.511 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 650B | 0% |
| Annual Yield % from dividends | 2.22 | 2.55 | 87% |
| Returns for 1 year | 21.41 | 24.88 | 86% |
| Returns for 3 years | 54.98 | 51.13 | 108% |
| Returns for 5 years | 45.98 | 36.68 | 125% |
| Returns for 10 years | N/A | 99.28 | - |
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