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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
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 VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 650B vs. HDVSX (753M). VTIAX pays higher dividends than HDVSX: VTIAX (2.53) vs HDVSX (1.90). 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 : 24.52 vs. HDVSX (19.64). HDVSX return over 5 years is better than : 40.90 vs. VTIAX (35.57).
| 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 | 13.288 | 13.104 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753M | 650B | 0% |
| Annual Yield % from dividends | 1.90 | 2.53 | 75% |
| Returns for 1 year | 19.64 | 24.52 | 80% |
| Returns for 3 years | 52.77 | 52.37 | 101% |
| Returns for 5 years | 40.90 | 35.57 | 115% |
| Returns for 10 years | 114.03 | 102.13 | 112% |
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