HDVRX
Price
$16.78
Change
-$0.05 (-0.30%)
Updated
Sep 11 closing price
Net Assets
734.73M
VTMNX
Price
$23.41
Change
+$0.22 (+0.95%)
Updated
Sep 11 closing price
Net Assets
323.82B
Interact to see
Advertisement

HDVRX vs VTMNX

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

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTMNX has more cash in the bank: 324B vs. HDVRX (735M). VTMNX pays higher dividends than HDVRX: VTMNX (2.49) vs HDVRX (1.67). HDVRX was incepted earlier than VTMNX: HDVRX (18 years) vs VTMNX (26 years). HDVRX (1.27) is less costly to investors than VTMNX (0.03). HDVRX is a more actively managed with annual turnover of: 27.00 vs. VTMNX (4.00). HDVRX has a lower initial minimum investment than VTMNX: HDVRX (0) vs VTMNX (5000000). VTMNX annual gain was more profitable for investors over the last year : 20.79 vs. HDVRX (13.30). VTMNX (40.51) and HDVRX (39.51) have equivalent 5 years return.
HDVRXVTMNXHDVRX / VTMNX
Total Expense Ratio1.270.034,233%
Annual Report Gross Expense Ratio1.270.034,233%
Fund Existence18 years26 years-
Gain YTD13.88515.70288%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets735M324B0%
Annual Yield % from dividends1.672.4967%
Returns for 1 year13.3020.7964%
Returns for 3 years60.2962.0397%
Returns for 5 years39.5140.5198%
Returns for 10 years106.76108.7498%
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 %
SVFAX98.91N/A
N/A
Smead Value A
GMXRX16.17N/A
N/A
Nationwide Mid Cap Market Idx R
LVAEX31.50N/A
N/A
LSV Value Equity Investor
JEGRX19.83N/A
N/A
Janus Henderson Global Sust Eq R
FBAUX35.11N/A
N/A
Fidelity Advisor® Balanced I