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HDVSX vs VTIAX
HDVSX vs VTIAX Comparison
Open Charts HDVSX vs VTIAX
HDVSX vs VTIAX Comparison Chart in %
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HDVSX vs. VTIAX 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 HDVSX is a StrongBuy and VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 666B vs. HDVSX (735M). VTIAX pays higher dividends than HDVSX: VTIAX (2.47) vs HDVSX (1.87). HDVSX was incepted earlier than VTIAX: HDVSX (18 years) vs VTIAX (16 years). HDVSX (0.97) is less costly to investors than VTIAX (0.09). HDVSX is a more actively managed with annual turnover of: 27.00 vs. VTIAX (4.00). HDVSX has a lower initial minimum investment than VTIAX: HDVSX (0) vs VTIAX (3000). VTIAX annual gain was more profitable for investors over the last year : 19.08 vs. HDVSX (13.59). HDVSX return over 5 years is better than : 41.51 vs. VTIAX (36.50).
| HDVSX | VTIAX | HDVSX / VTIAX | |
| Total Expense Ratio | 0.97 | 0.09 | 1,078% |
| Annual Report Gross Expense Ratio | 0.97 | 0.09 | 1,078% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 14.034 | 14.786 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 735M | 666B | 0% |
| Annual Yield % from dividends | 1.87 | 2.47 | 76% |
| Returns for 1 year | 13.59 | 19.08 | 71% |
| Returns for 3 years | 61.56 | 60.78 | 101% |
| Returns for 5 years | 41.51 | 36.50 | 114% |
| Returns for 10 years | 111.98 | 103.01 | 109% |
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