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HDVRX vs VTIAX
HDVRX vs VTIAX Comparison
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HDVRX vs VTIAX Comparison Chart in %
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HDVRX vs. VTIAX commentary
Aug 23, 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 VTIAX is a Buy.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 646B vs. HDVRX (757M). VTIAX pays higher dividends than HDVRX: VTIAX (2.55) vs HDVRX (1.70). 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 : 24.30 vs. HDVRX (19.16). HDVRX return over 5 years is better than : 46.18 vs. VTIAX (43.38).
| 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 | 15.869 | 16.467 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 757M | 646B | 0% |
| Annual Yield % from dividends | 1.70 | 2.55 | 67% |
| Returns for 1 year | 19.16 | 24.30 | 79% |
| Returns for 3 years | 65.05 | 65.42 | 99% |
| Returns for 5 years | 46.18 | 43.38 | 106% |
| Returns for 10 years | 105.93 | 100.45 | 105% |
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