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HLIDX vs VFWPX
HLIDX vs VFWPX Comparison
Open Charts HLIDX vs VFWPX
HLIDX vs VFWPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 94.4B vs. HLIDX (90.9M). VFWPX pays higher dividends than HLIDX: VFWPX (2.62) vs HLIDX (1.53). HLIDX was incepted earlier than VFWPX: HLIDX (4 years) vs VFWPX (16 years). HLIDX (0.97) is less costly to investors than VFWPX (0.03). HLIDX is a more actively managed with annual turnover of: 28.00 vs. VFWPX (6.00). HLIDX has a lower initial minimum investment than VFWPX: HLIDX (100000) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 32.12 vs. HLIDX (21.03).
| HLIDX | VFWPX | HLIDX / VFWPX | |
| Total Expense Ratio | 0.80 | 0.03 | 2,667% |
| Annual Report Gross Expense Ratio | 0.97 | 0.03 | 3,233% |
| Fund Existence | 4 years | 16 years | - |
| Gain YTD | 14.623 | 15.711 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.9M | 94.4B | 0% |
| Annual Yield % from dividends | 1.53 | 2.62 | 58% |
| Returns for 1 year | 21.03 | 32.12 | 65% |
| Returns for 3 years | 44.66 | 63.03 | 71% |
| Returns for 5 years | N/A | 39.86 | - |
| Returns for 10 years | N/A | 120.92 | - |
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