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HRIDX vs VFWPX
HRIDX vs VFWPX Comparison
Open Charts HRIDX vs VFWPX
HRIDX vs VFWPX Comparison Chart in %
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HRIDX vs. VFWPX commentary
Sep 12, 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 HRIDX is a Hold and VFWPX is a Hold.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 98.6B vs. HRIDX (784M). HRIDX pays higher dividends than VFWPX: HRIDX (2.99) vs VFWPX (2.49). HRIDX was incepted earlier than VFWPX: HRIDX (11 years) vs VFWPX (16 years). HRIDX (1.18) is less costly to investors than VFWPX (0.03). HRIDX is a more actively managed with annual turnover of: 18.00 vs. VFWPX (6.00). HRIDX has a lower initial minimum investment than VFWPX: HRIDX (50000) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 19.75 vs. HRIDX (13.14). VFWPX return over 5 years is better than : 38.07 vs. HRIDX (29.57).
| HRIDX | VFWPX | HRIDX / VFWPX | |
| Total Expense Ratio | 1.08 | 0.03 | 3,600% |
| Annual Report Gross Expense Ratio | 1.18 | 0.03 | 3,933% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 13.753 | 15.155 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 784M | 98.6B | 1% |
| Annual Yield % from dividends | 2.99 | 2.49 | 120% |
| Returns for 1 year | 13.14 | 19.75 | 67% |
| Returns for 3 years | 55.27 | 61.85 | 89% |
| Returns for 5 years | 29.57 | 38.07 | 78% |
| Returns for 10 years | 89.27 | 104.72 | 85% |
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