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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
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 VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 652B vs. HDVTX (775M). VTIAX (2.63) and HDVTX (2.54) 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 : 30.89 vs. HDVTX (24.89). HDVTX return over 5 years is better than : 42.66 vs. VTIAX (37.45).
| 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 | 14.603 | 15.453 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 775M | 652B | 0% |
| Annual Yield % from dividends | 2.54 | 2.63 | 97% |
| Returns for 1 year | 24.89 | 30.89 | 81% |
| Returns for 3 years | 60.40 | 62.32 | 97% |
| Returns for 5 years | 42.66 | 37.45 | 114% |
| Returns for 10 years | 134.47 | 119.11 | 113% |
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