HDVRX
Price
$16.71
Change
+$0.15 (+0.91%)
Updated
Jun 2 closing price
Net Assets
769.99M
VFWPX
Price
$177.42
Change
+$1.16 (+0.66%)
Updated
Jun 2 closing price
Net Assets
90.68B
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HDVRX vs VFWPX

Header iconHDVRX vs VFWPX Comparison
Open Charts HDVRX vs VFWPXBanner chart's image
HDVRX vs VFWPX Comparison Chart in %
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HDVRX 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 HDVRX is a Hold and VFWPX is a Buy.

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FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 90.7B vs. HDVRX (770M). VFWPX pays higher dividends than HDVRX: VFWPX (2.62) vs HDVRX (1.71). HDVRX was incepted earlier than VFWPX: HDVRX (18 years) vs VFWPX (15 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 : 29.36 vs. HDVRX (22.85). HDVRX (36.77) and VFWPX (36.28) have equivalent 5 years return.
HDVRXVFWPXHDVRX / VFWPX
Total Expense Ratio1.270.034,233%
Annual Report Gross Expense Ratio1.270.034,233%
Fund Existence18 years15 years-
Gain YTD13.26914.92989%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets770M90.7B1%
Annual Yield % from dividends1.712.6265%
Returns for 1 year22.8529.3678%
Returns for 3 years56.8460.2994%
Returns for 5 years36.7736.28101%
Returns for 10 years110.86106.34104%
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