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HDVYX vs VTIAX
HDVYX vs VTIAX Comparison
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HDVYX vs VTIAX Comparison Chart in %
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HDVYX vs. VTIAX commentary
Aug 23, 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 StrongBuy and VTIAX is a Buy.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 646B vs. HDVYX (757M). VTIAX pays higher dividends than HDVYX: VTIAX (2.55) vs HDVYX (2.12). HDVYX was incepted earlier than VTIAX: HDVYX (18 years) vs VTIAX (16 years). HDVYX (0.66) is less costly to investors than VTIAX (0.09). HDVYX is a more actively managed with annual turnover of: 27.00 vs. VTIAX (4.00). VTIAX has a lower initial minimum investment than HDVYX: VTIAX (3000) vs HDVYX (250000). VTIAX annual gain was more profitable for investors over the last year : 24.30 vs. HDVYX (19.89). HDVYX return over 5 years is better than : 50.84 vs. VTIAX (43.38).
| HDVYX | VTIAX | HDVYX / VTIAX | |
| Total Expense Ratio | 0.66 | 0.09 | 733% |
| Annual Report Gross Expense Ratio | 0.66 | 0.09 | 733% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 16.263 | 16.467 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 757M | 646B | 0% |
| Annual Yield % from dividends | 2.12 | 2.55 | 83% |
| Returns for 1 year | 19.89 | 24.30 | 82% |
| Returns for 3 years | 68.09 | 65.42 | 104% |
| Returns for 5 years | 50.84 | 43.38 | 117% |
| Returns for 10 years | 118.58 | 100.45 | 118% |
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