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HDVTX vs VTIAX
HDVTX vs VTIAX Comparison
Open Charts HDVTX vs VTIAX
HDVTX vs VTIAX Comparison Chart in %
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HDVTX vs. VTIAX 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 VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 646B vs. HDVTX (742M). HDVTX (2.49) and VTIAX (2.47) have matching dividends . HDVTX was incepted earlier than VTIAX: HDVTX (18 years) vs VTIAX (16 years). HDVTX (0.67) is less costly to investors than VTIAX (0.09). HDVTX is a more actively managed with annual turnover of: 27.00 vs. VTIAX (4.00). HDVTX has a lower initial minimum investment than VTIAX: HDVTX (0) vs VTIAX (3000). VTIAX annual gain was more profitable for investors over the last year : 23.70 vs. HDVTX (17.94). HDVTX return over 5 years is better than : 41.30 vs. VTIAX (35.87).
| HDVTX | VTIAX | HDVTX / VTIAX | |
| Total Expense Ratio | 0.67 | 0.09 | 744% |
| Annual Report Gross Expense Ratio | 0.67 | 0.09 | 744% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 14.683 | 15.602 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 742M | 646B | 0% |
| Annual Yield % from dividends | 2.49 | 2.47 | 101% |
| Returns for 1 year | 17.94 | 23.70 | 76% |
| Returns for 3 years | 60.84 | 60.36 | 101% |
| Returns for 5 years | 41.30 | 35.87 | 115% |
| Returns for 10 years | 111.47 | 98.49 | 113% |
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