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HDVSX vs VFWPX
HDVSX vs VFWPX Comparison
Open Charts HDVSX vs VFWPX
HDVSX vs VFWPX Comparison Chart in %
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VS
VS
HDVSX vs. VFWPX commentary
Jul 14, 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 HDVSX is a Buy and VFWPX is a Hold.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 94.6B vs. HDVSX (753M). VFWPX pays higher dividends than HDVSX: VFWPX (2.54) vs HDVSX (1.90). HDVSX was incepted earlier than VFWPX: HDVSX (18 years) vs VFWPX (16 years). HDVSX (0.97) is less costly to investors than VFWPX (0.03). HDVSX is a more actively managed with annual turnover of: 27.00 vs. VFWPX (6.00). HDVSX has a lower initial minimum investment than VFWPX: HDVSX (0) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 25.40 vs. HDVSX (19.64). HDVSX return over 5 years is better than : 40.90 vs. VFWPX (37.13).
| HDVSX | VFWPX | HDVSX / VFWPX | |
| Total Expense Ratio | 0.97 | 0.03 | 3,233% |
| Annual Report Gross Expense Ratio | 0.97 | 0.03 | 3,233% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 13.288 | 13.607 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753M | 94.6B | 1% |
| Annual Yield % from dividends | 1.90 | 2.54 | 75% |
| Returns for 1 year | 19.64 | 25.40 | 77% |
| Returns for 3 years | 52.77 | 53.58 | 98% |
| Returns for 5 years | 40.90 | 37.13 | 110% |
| Returns for 10 years | 114.03 | 104.02 | 110% |
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