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HDVFX vs VTIAX
HDVFX vs VTIAX Comparison
Open Charts HDVFX vs VTIAX
HDVFX vs VTIAX Comparison Chart in %
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HDVFX vs. VTIAX commentary
Sep 13, 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 StrongBuy and VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 666B vs. HDVFX (743M). VTIAX pays higher dividends than HDVFX: VTIAX (2.47) vs HDVFX (2.18). HDVFX was incepted earlier than VTIAX: HDVFX (10 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 : 19.08 vs. HDVFX (14.11). HDVFX return over 5 years is better than : 44.64 vs. VTIAX (36.50).
| HDVFX | VTIAX | HDVFX / VTIAX | |
| Total Expense Ratio | 0.55 | 0.09 | 611% |
| Annual Report Gross Expense Ratio | 0.55 | 0.09 | 611% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 14.324 | 14.786 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 743M | 666B | 0% |
| Annual Yield % from dividends | 2.18 | 2.47 | 88% |
| Returns for 1 year | 14.11 | 19.08 | 74% |
| Returns for 3 years | 63.59 | 60.78 | 105% |
| Returns for 5 years | 44.64 | 36.50 | 122% |
| Returns for 10 years | N/A | 103.01 | - |
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