Interact to see
Advertisement
Advertisement
HDVRX vs VTIAX
HDVRX vs VTIAX Comparison
Open Charts HDVRX vs VTIAX
HDVRX vs VTIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HDVRX vs. VTIAX 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 VTIAX is a Buy.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 629B vs. HDVRX (770M). VTIAX pays higher dividends than HDVRX: VTIAX (2.63) vs HDVRX (1.71). HDVRX was incepted earlier than VTIAX: HDVRX (18 years) vs VTIAX (16 years). HDVRX (1.27) is less costly to investors than VTIAX (0.09). HDVRX is a more actively managed with annual turnover of: 27.00 vs. VTIAX (4.00). HDVRX has a lower initial minimum investment than VTIAX: HDVRX (0) vs VTIAX (3000). VTIAX annual gain was more profitable for investors over the last year : 29.03 vs. HDVRX (22.85). HDVRX (36.77) and VTIAX (35.27) have equivalent 5 years return.
| HDVRX | VTIAX | HDVRX / VTIAX | |
| Total Expense Ratio | 1.27 | 0.09 | 1,411% |
| Annual Report Gross Expense Ratio | 1.27 | 0.09 | 1,411% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 13.269 | 14.651 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 770M | 629B | 0% |
| Annual Yield % from dividends | 1.71 | 2.63 | 65% |
| Returns for 1 year | 22.85 | 29.03 | 79% |
| Returns for 3 years | 56.84 | 59.48 | 96% |
| Returns for 5 years | 36.77 | 35.27 | 104% |
| Returns for 10 years | 110.86 | 104.40 | 106% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers