HDVYX
Price
$17.14
Change
-$0.04 (-0.23%)
Updated
Sep 11 closing price
Net Assets
734.73M
VTMNX
Price
$23.41
Change
+$0.22 (+0.95%)
Updated
Sep 11 closing price
Net Assets
323.82B
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HDVYX vs VTMNX

HDVYX vs VTMNX Comparison Chart in %
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HDVYX vs. VTMNX commentary
Sep 13, 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 VTMNX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VTMNX has more cash in the bank: 324B vs. HDVYX (735M). VTMNX pays higher dividends than HDVYX: VTMNX (2.49) vs HDVYX (2.08). HDVYX was incepted earlier than VTMNX: HDVYX (18 years) vs VTMNX (26 years). HDVYX (0.66) is less costly to investors than VTMNX (0.03). HDVYX is a more actively managed with annual turnover of: 27.00 vs. VTMNX (4.00). HDVYX has a lower initial minimum investment than VTMNX: HDVYX (250000) vs VTMNX (5000000). VTMNX annual gain was more profitable for investors over the last year : 20.79 vs. HDVYX (13.96). HDVYX return over 5 years is better than : 43.79 vs. VTMNX (40.51).
HDVYXVTMNXHDVYX / VTMNX
Total Expense Ratio0.660.032,200%
Annual Report Gross Expense Ratio0.660.032,200%
Fund Existence18 years26 years-
Gain YTD14.24715.70291%
Front LoadN/AN/A-
Min. Initial Investment25000050000005%
Min. Initial Investment IRAN/AN/A-
Net Assets735M324B0%
Annual Yield % from dividends2.082.4984%
Returns for 1 year13.9620.7967%
Returns for 3 years63.1162.03102%
Returns for 5 years43.7940.51108%
Returns for 10 years119.15108.74110%
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