HDVTX
Price
$14.50
Change
+$0.05 (+0.35%)
Updated
Sep 2 closing price
Net Assets
741.61M
VFWPX
Price
$179.56
Change
+$2.02 (+1.14%)
Updated
Sep 3 closing price
Net Assets
95.87B
Interact to see
Advertisement

HDVTX vs VFWPX

HDVTX vs VFWPX Comparison Chart in %
View a ticker or compare two or three
VS
HDVTX vs. VFWPX commentary
Sep 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 HDVTX is a StrongBuy and VFWPX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 95.9B vs. HDVTX (742M). VFWPX (2.49) and HDVTX (2.49) 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 : 24.45 vs. HDVTX (17.94). HDVTX return over 5 years is better than : 41.30 vs. VFWPX (37.50).
HDVTXVFWPXHDVTX / VFWPX
Total Expense Ratio0.670.032,233%
Annual Report Gross Expense Ratio0.670.032,233%
Fund Existence18 years16 years-
Gain YTD14.68315.98592%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets742M95.9B1%
Annual Yield % from dividends2.492.49100%
Returns for 1 year17.9424.4573%
Returns for 3 years60.8461.4999%
Returns for 5 years41.3037.50110%
Returns for 10 years111.4799.94112%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SLVCX15.35N/A
N/A
Saratoga Large Capitalization Value C
RSPFX31.75N/A
N/A
Victory RS Partners A
EPIVX15.24N/A
N/A
EuroPac International Value A
JDIBX19.26N/A
N/A
JHancock Disciplined Value Intl A
MGLLX17.49N/A
N/A
MFS Global Real Estate R3