HDVYX
Price
$16.63
Change
-$0.26 (-1.54%)
Updated
Jul 13 closing price
Net Assets
753.41M
VFWPX
Price
$170.91
Change
-$2.99 (-1.72%)
Updated
Jul 13 closing price
Net Assets
94.56B
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HDVYX vs VFWPX

HDVYX vs VFWPX Comparison Chart in %
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HDVYX vs. VFWPX commentary
Jul 14, 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 Buy and VFWPX is a Hold.

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FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 94.6B vs. HDVYX (753M). VFWPX pays higher dividends than HDVYX: VFWPX (2.54) vs HDVYX (2.11). HDVYX was incepted earlier than VFWPX: HDVYX (18 years) vs VFWPX (16 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 : 25.40 vs. HDVYX (20.14). HDVYX return over 5 years is better than : 43.18 vs. VFWPX (37.13).
HDVYXVFWPXHDVYX / VFWPX
Total Expense Ratio0.660.032,200%
Annual Report Gross Expense Ratio0.660.032,200%
Fund Existence18 years16 years-
Gain YTD13.50813.60799%
Front LoadN/AN/A-
Min. Initial Investment2500001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets753M94.6B1%
Annual Yield % from dividends2.112.5483%
Returns for 1 year20.1425.4079%
Returns for 3 years54.1953.58101%
Returns for 5 years43.1837.13116%
Returns for 10 years121.51104.02117%
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