HDVYX
Price
$17.04
Change
+$0.15 (+0.89%)
Updated
Jun 2 closing price
Net Assets
769.99M
VFWPX
Price
$177.42
Change
+$1.16 (+0.66%)
Updated
Jun 2 closing price
Net Assets
90.68B
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HDVYX vs VFWPX

Header iconHDVYX vs VFWPX Comparison
Open Charts HDVYX vs VFWPXBanner chart's image
HDVYX vs VFWPX Comparison Chart in %
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HDVYX vs. VFWPX commentary
Jun 03, 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 HDVYX is a Hold and VFWPX is a Buy.

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FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 90.7B vs. HDVYX (770M). VFWPX pays higher dividends than HDVYX: VFWPX (2.62) vs HDVYX (2.13). HDVYX was incepted earlier than VFWPX: HDVYX (18 years) vs VFWPX (15 years). HDVYX (0.66) is less costly to investors than VFWPX (0.03). HDVYX is a more actively managed with annual turnover of: 27.00 vs. VFWPX (6.00). HDVYX has a lower initial minimum investment than VFWPX: HDVYX (250000) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 29.36 vs. HDVYX (23.66). HDVYX return over 5 years is better than : 41.06 vs. VFWPX (36.28).
HDVYXVFWPXHDVYX / VFWPX
Total Expense Ratio0.660.032,200%
Annual Report Gross Expense Ratio0.660.032,200%
Fund Existence18 years15 years-
Gain YTD13.50814.92990%
Front LoadN/AN/A-
Min. Initial Investment2500001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets770M90.7B1%
Annual Yield % from dividends2.132.6281%
Returns for 1 year23.6629.3681%
Returns for 3 years59.7760.2999%
Returns for 5 years41.0636.28113%
Returns for 10 years123.70106.34116%
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