HDVRX
Price
$16.78
Change
-$0.05 (-0.30%)
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
Interact to see
Advertisement

HDVRX vs VFWPX

HDVRX vs VFWPX Comparison Chart in %
View a ticker or compare two or three
VS
HDVRX 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 HDVRX is a StrongBuy and VFWPX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 98.6B vs. HDVRX (735M). VFWPX pays higher dividends than HDVRX: VFWPX (2.49) vs HDVRX (1.67). HDVRX was incepted earlier than VFWPX: HDVRX (18 years) vs VFWPX (16 years). HDVRX (1.27) is less costly to investors than VFWPX (0.03). HDVRX is a more actively managed with annual turnover of: 27.00 vs. VFWPX (6.00). HDVRX has a lower initial minimum investment than VFWPX: HDVRX (0) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 19.75 vs. HDVRX (13.30). HDVRX (39.51) and VFWPX (38.07) have equivalent 5 years return.
HDVRXVFWPXHDVRX / VFWPX
Total Expense Ratio1.270.034,233%
Annual Report Gross Expense Ratio1.270.034,233%
Fund Existence18 years16 years-
Gain YTD13.88515.15592%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets735M98.6B1%
Annual Yield % from dividends1.672.4967%
Returns for 1 year13.3019.7567%
Returns for 3 years60.2961.8597%
Returns for 5 years39.5138.07104%
Returns for 10 years106.76104.72102%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FACEX14.16N/A
N/A
Frost Growth Equity Investor
RYDCX125.08N/A
N/A
Rydex Mid-Cap 1.5x Strategy C
GQJPX12.83N/A
N/A
GQG Partners Intl Qual Val Fd Inv
MGLDX17.28N/A
N/A
MFS Global Real Estate B
HGOFX77.35N/A
N/A
Hartford Growth Opportunities F