HDVIX
Price
$17.10
Change
-$0.05 (-0.29%)
Updated
Sep 11 closing price
Net Assets
734.73M
VFWPX
Price
$177.71
Change
+$1.44 (+0.82%)
Updated
Sep 11 closing price
Net Assets
98.64B
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HDVIX vs VFWPX

HDVIX vs VFWPX Comparison Chart in %
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HDVIX vs. VFWPX 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 HDVIX is a StrongBuy and VFWPX is a Hold.

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FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 98.6B vs. HDVIX (735M). VFWPX pays higher dividends than HDVIX: VFWPX (2.49) vs HDVIX (2.13). HDVIX was incepted earlier than VFWPX: HDVIX (18 years) vs VFWPX (16 years). HDVIX (0.65) is less costly to investors than VFWPX (0.03). HDVIX is a more actively managed with annual turnover of: 27.00 vs. VFWPX (6.00). HDVIX has a lower initial minimum investment than VFWPX: HDVIX (2000) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 19.75 vs. HDVIX (13.97). HDVIX return over 5 years is better than : 43.87 vs. VFWPX (38.07).
HDVIXVFWPXHDVIX / VFWPX
Total Expense Ratio0.650.032,167%
Annual Report Gross Expense Ratio0.650.032,167%
Fund Existence18 years16 years-
Gain YTD14.19915.15594%
Front LoadN/AN/A-
Min. Initial Investment20001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets735M98.6B1%
Annual Yield % from dividends2.132.4985%
Returns for 1 year13.9719.7571%
Returns for 3 years63.1761.85102%
Returns for 5 years43.8738.07115%
Returns for 10 years118.31104.72113%
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