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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
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 HDVSX is a Hold and VFWPX is a Buy.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 90.7B vs. HDVSX (770M). VFWPX pays higher dividends than HDVSX: VFWPX (2.62) vs HDVSX (1.91). HDVSX was incepted earlier than VFWPX: HDVSX (18 years) vs VFWPX (15 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 : 30.83 vs. HDVSX (23.25). HDVSX return over 5 years is better than : 38.78 vs. VFWPX (35.99).
| 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 | 15 years | - |
| Gain YTD | 13.356 | 15.685 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 770M | 90.7B | 1% |
| Annual Yield % from dividends | 1.91 | 2.62 | 73% |
| Returns for 1 year | 23.25 | 30.83 | 75% |
| Returns for 3 years | 58.17 | 61.34 | 95% |
| Returns for 5 years | 38.78 | 35.99 | 108% |
| Returns for 10 years | 116.05 | 107.69 | 108% |
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