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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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HDVSX vs. VFWPX commentary
Aug 24, 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 StrongBuy and VFWPX is a Buy.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 95.9B vs. HDVSX (757M). VFWPX pays higher dividends than HDVSX: VFWPX (2.56) 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 : 24.98 vs. HDVSX (19.49). HDVSX return over 5 years is better than : 48.33 vs. VFWPX (45.02).
| 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 | 16.000 | 16.906 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 757M | 95.9B | 1% |
| Annual Yield % from dividends | 1.90 | 2.56 | 74% |
| Returns for 1 year | 19.49 | 24.98 | 78% |
| Returns for 3 years | 66.45 | 66.69 | 100% |
| Returns for 5 years | 48.33 | 45.02 | 107% |
| Returns for 10 years | 111.11 | 102.25 | 109% |
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