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HDVTX vs VFWPX
HDVTX vs VFWPX Comparison
Open Charts HDVTX vs VFWPX
HDVTX vs VFWPX Comparison Chart in %
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HDVTX vs. VFWPX commentary
Jun 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 HDVTX is a Hold and VFWPX is a Hold.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 94.4B vs. HDVTX (775M). VFWPX (2.62) and HDVTX (2.54) have matching dividends . HDVTX was incepted earlier than VFWPX: HDVTX (18 years) vs VFWPX (16 years). HDVTX (0.67) is less costly to investors than VFWPX (0.03). HDVTX is a more actively managed with annual turnover of: 27.00 vs. VFWPX (6.00). HDVTX has a lower initial minimum investment than VFWPX: HDVTX (0) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 32.12 vs. HDVTX (24.89). HDVTX return over 5 years is better than : 42.66 vs. VFWPX (39.86).
| HDVTX | VFWPX | HDVTX / VFWPX | |
| Total Expense Ratio | 0.67 | 0.03 | 2,233% |
| Annual Report Gross Expense Ratio | 0.67 | 0.03 | 2,233% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 14.603 | 15.711 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 775M | 94.4B | 1% |
| Annual Yield % from dividends | 2.54 | 2.62 | 97% |
| Returns for 1 year | 24.89 | 32.12 | 77% |
| Returns for 3 years | 60.40 | 63.03 | 96% |
| Returns for 5 years | 42.66 | 39.86 | 107% |
| Returns for 10 years | 134.47 | 120.92 | 111% |
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